Matthew D Manies

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2020-01-09
• S63 Uniform Securities Agent State Law Examination
  2015-09-22

Designations

• Certified Financial Planner

Other Names

• Matthew Dale Manies
• Matt D Manies
• Matthew D Manies