Inactive

David C Curtis

Moneta Group Investment Advisors, LLC

CRD 4708127

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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

Authority	Category	Status	Date
KS	RA	APPROVED	2020-08-06
MO	RA	APPROVED	2007-08-02

KS RA
APPROVED

Since 2020-08-06
MO RA
APPROVED

Since 2007-08-02

Branch Locations

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

Organization	City	State	From	To
Moneta Group Llc	Clayton	MO	12/2015	Present

12/2015 → Present

Moneta Group Llc

Clayton, MO

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2003-11-21

S63 Uniform Securities Agent State Law Examination

2003-11-21

Designations

Certified Financial Planner

Other Names

David Curtis

View on SEC IAPD

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Nearby Investors

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WILLIAM BERNARD ALBAIR

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Nearby Offices

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EDWARD JONES · KIRKWOOD, MO

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