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Michael Moloney

Investment adviser representative at Meyer Gates Financial Advisors

Investment adviser registrationUpdated

Michael Moloney is an investment adviser representative at Meyer Gates Financial Advisors, Inc, a West Chester investment adviser managing $169M. Michael Moloney has been registered through Meyer Gates Financial Advisors since 4 December 2009, has 16 years in the industry across 1 firm and has passed the Series 65.

16
Years in industry
16
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Michael Moloney has been an investment adviser representative at Meyer Gates Financial Advisors since December 2009, and is not listed among the firm’s executive officers or direct owners.

Meyer Gates Financial Advisors, Inc is a West Chester, OH firm with $169M under management, 177 clients and 6 advisers across 5 offices, as of its April 2026 filing.

  1. – present · 16 years
    Adviser representative · Firm CRD 125046

Credentials and registrations

Investment adviser representative registrations

Michael Moloney is registered as an investment adviser representative in Ohio, since December 2009.

  • OhioSince 4 December 2009

Examinations

Series 6515 October 2002
Name
Uniform Investment Adviser Law Examination

Key facts

Full name
Michael Patrick Moloney
CRD
4627954
Registration
Investment adviser registration
In the industry since
December 2009
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Michael Moloney work?

Michael Moloney is an investment adviser representative registered through Meyer Gates Financial Advisors, Inc since December 2009, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Michael Moloney a financial advisor?

Yes. Michael Moloney has a current investment-adviser registration in Ohio, through Meyer Gates Financial Advisors since December 2009.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Michael Moloney have?

Michael Moloney has 16 years in the financial industry, since December 2009, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Michael Moloney passed?

Michael Moloney passed the Series 65 in October 2002.

Source: IAPD individual record, checked 22 October 2026

Is Michael Moloney registered with FINRA?

No. Michael Moloney has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Michael Moloney’s record?

Search CRD 4627954 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Moloney’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Meyer Gates Financial Advisors

Sources

  1. IAPD individual record, CRD 4627954, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Meyer Gates Financial Advisors, Inc, filed 1 April 2026. Executive officers and direct owners; this person is not among them.