Michael Patrick Moloney
Investment adviser representative at Meyer Gates Financial Advisors, Inc
36 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$168.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- Meyer Gates Financial Advisors, IncDec 2009 to now
- Ss&d Financial, LLCJan 2003 to now
- Sebaly Shillito & DyerJan 1990 to now
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 1 state (OH).
Meyer Gates Financial Advisors, Inc
$168.7MAssets managed
177Clients
3Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4627954
- Firm CRD
- 125046