Cynthia Marie Siess Kirkpatrick

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

• 03/2013 → Present
  Moneta Group Investment Advisors, Llc
  Clayton, MO

Other Businesses

MITCHELL BLACKWOOD PRODUCTIONS VIDEO PRODUCTION BALLWIN, MO 63021 STARTED: 1/1/2003 ACCOUNTANT MY HUSBAND OWNS/RUNS A VIDEO PRODUCTION COMPANY. I COMPLETE THE TAX RETURN EVERY YEAR. IT'S A SCHEDULE C SOLE PROPRIETORSHIP. I ONLY WORK ABOUT 5 HOURS A YEAR. I REVIEW HIS ACCOUNTING WORK AT THE TIME OF THE TAX PREPARATION.

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-07-25

Designations

• Certified Financial Planner

Other Names

• Cynthia Marie Siess
• Cindy Marie Siess
• Cynthia Mariesiess Kirkpatrick