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Matthew D Manies

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

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Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-17
MO RA APPROVED 2020-01-09
  • KS RA
    APPROVED
    Since 2020-08-17
  • MO RA
    APPROVED
    Since 2020-01-09

Branch Locations

1 North Brentwood Blvd, St. Louis, MO 63105 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • 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
Northwestern Mutual Investment Services Llc Saint Louis MO 06/2015 10/2019
Scott Underwood Saint Louis MO 04/2015 10/2019
Northwestern Mutual Wealth Management Company St. Louis MO 03/2016 10/2019
Moneta Group Investment Advisors, Llc St. Louis MO 10/2019 Present
Northwestern Mutual Wealth Management Company St. Louis MO 03/2015 10/2019
  • 06/2015 → 10/2019
    Northwestern Mutual Investment Services Llc
    Saint Louis, MO
  • 04/2015 → 10/2019
    Scott Underwood
    Saint Louis, MO
  • 03/2016 → 10/2019
    Northwestern Mutual Wealth Management Company
    St. Louis, MO
  • 10/2019 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 03/2015 → 10/2019
    Northwestern Mutual Wealth Management Company
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-09
S63 Uniform Securities Agent State Law Examination 2015-09-22
  • S65 Uniform Investment Adviser Law Examination
    2020-01-09
  • S63 Uniform Securities Agent State Law Examination
    2015-09-22
Designations
Other Names
  • Matthew Dale Manies
  • Matt D Manies
  • Matthew D Manies

View on SEC IAPD

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