Joan Malloy, financial advisor Saint Louis MO
96 score

Joan Malloy

CRD Number: 1988029
Current Firm: Greenway Family Office, LLC

Joan Malloy (CRD# 1988029) is an Investment Advisor Representative working at Greenway Family Office, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry. Joan Malloy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Visionary Wealth Advisers St. Louis, MO Nov 2015 - Current < 1
Managing Director St Louis, MO Jul 2015 - Current 1
Greenway Family Office (153070) St. Louis, MO Feb 2010 - Current 6
The Malloy Group, LLC St. Louis, MO Sep 2009 - Current 7
St. Louis Advisors, Inc. St. Louis, MO Jun 2002 - Sep 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Mar 1998
Contact Info for Joan D. Malloy
Phone Number: (314) 400-5000
Registered State(s):
  • FL
  • MO
  • IL
  • IN
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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