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Aoifinn Claire Devitt

Moneta Group Investment Advisors, LLC

St. Louis, MO

Chicago, IL

CRD 4243847

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Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2022-02-22
MO RA APPROVED 2021-11-15
  • IL RA
    APPROVED
    Since 2022-02-22
  • MO RA
    APPROVED
    Since 2021-11-15

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

10 S. Wacker Dr Suite 2975, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moneta Group Investment Advisors, Llc St. Louis MO 06/2021 Present
Federated Homes Dublin 01/2019 05/2021
Chipabf Chicago IL 04/2016 01/2019
Clontarf Capital Chicago IL 11/2015 01/2019
  • 06/2021 → Present
    St. Louis, MO
  • 01/2019 → 05/2021
    Federated Homes
    Dublin
  • 04/2016 → 01/2019
    Chipabf
    Chicago, IL
  • 11/2015 → 01/2019
    Clontarf Capital
    Chicago, IL
Other Businesses

03/2021 - Founder of Fiftyfaces Productions Ltd, a podcast production company that is not investment related but does generate context based on the investment careers of a diverse range of individuals. No investment advise provided. Takes about 20 hours per month, my home is spend recording and editing the podcasts is not during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-15
  • S65 Uniform Investment Adviser Law Examination
    2021-11-15
Designations
  • Certified Financial Planner

View on SEC IAPD

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