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Steven Somes Diederich

Moneta Group Investment Advisors, LLC

St. Louis, MO

Mission Woods, KS

CRD 5545277

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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

AuthorityCategoryStatusDate
KS RA APPROVED 2020-07-22
MO RA APPROVED 2019-02-25
  • KS RA
    APPROVED
    Since 2020-07-22
  • MO RA
    APPROVED
    Since 2019-02-25

Branch Locations

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

1900 Shawnee Mission Parkway, Suite 225, Mission Woods, KS 66205 • 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
Moneta Group Investment Advisors, Inc Clayton MO 01/2019 01/2022
Moneta Group Investment Advisors, Inc Clayton MO 07/2015 12/2018
Moneta Group Investment Advisors, Inc Clayton MO 01/2022 12/2022
Moneta Group Investment Advisors, Llc Clayton MO 01/2023 Present
  • 01/2019 → 01/2022
    Moneta Group Investment Advisors, Inc
    Clayton, MO
  • 07/2015 → 12/2018
    Moneta Group Investment Advisors, Inc
    Clayton, MO
  • 01/2022 → 12/2022
    Moneta Group Investment Advisors, Inc
    Clayton, MO
  • 01/2023 → Present
    Moneta Group Investment Advisors, Llc
    Clayton, MO
Designations
  • Certified Financial Planner

View on SEC IAPD

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