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Kevin Philip Moloney

Wealthspire Advisors

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About Kevin Philip Moloney

Kevin Moloney is an investment advisor representative at Wealthspire Advisors. Kevin has over 20 years of experience in the financial services industry and holds the Series 63, 65, 7, 26 and SIE licenses. Kevin is a registered investment advisor in Wisconsin. Kevin specializes in providing financial planning, pension consulting, selection of other advisors and portfolio management for individuals.

Firm Information

Kevin Moloney is currently registered with Wealthspire Advisors. Wealthspire Advisors is an investment advisor based in NEW YORK, NY. They have 155 investment adviser representatives and manage $21,691,716,165 in regulatory assets under management. They offer financial planning, pension consulting, selection of other advisors, and portfolio management for individuals. They serve high-net-worth individuals, corporations or other businesses, charitable organizations, individuals other than high-net-worth, pension and profit-sharing plans, and state or municipal government entities.
Wealthspire Advisors

521 FIFTH AVENUE

NEW YORK, NY 10175

$21.69B

Assets Under Management

300

Total Clients

173

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Kevin Moloney’s Registration & Firm History

WI

01/05/2021 - Present

Wealthspire Advisors (Madison WI)

WI

02/08/2017 - 06/15/2020

WEALTHSPIRE CAPITAL, LLC (Milwaukee WI)

WI

08/26/2013 - 07/08/2015

BAKER TILLY CAPITAL, LLC (MILWAUKEE WI)

WI

10/01/2008 - 08/12/2013

J.P. MORGAN SECURITIES LLC (MILWAUKEE WI)

WI

09/27/2006 - 10/01/2008

J.P. MORGAN SECURITIES INC. (MILWAUKEE WI)

WI

11/29/2004 - 09/15/2006

PARK AVENUE SECURITIES LLC (BROOKFIELD WI)

NJ

09/12/2002 - 08/11/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

CA

12/13/2000 - 08/29/2002

WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)

MN

12/13/2000 - 03/13/2001

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

MN

02/24/1999 - 12/13/2000

WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 11/07/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/29/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/22/2022

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 12/22/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin Philip Moloney.
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