Mona Loretta Gooden

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2017 → 09/2022
  Moneta Group Investment Advisors, Inc
  St. Louis, MO
• 09/2012 → 01/2017
  Moneta Group Investment Advisors, Inc
  St. Louis, MO
• 09/2022 → Present
  Moneta Group Investment Advisors, Inc
  St. Louis, MO

Previous Registrations

• 2007-11-07 → 2008-11-14
  Acropolis Investment Management
  Chesterfield, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-14
• S63 Uniform Securities Agent State Law Examination
  2003-04-14

Other Names

• Mona Loretta Johnson
• Mona L. Gooden