Megan Elizabeth Kanter

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

• 07/2015 → 05/2017
  Eaton Vance Management
  Boston, MA
• 06/2017 → 02/2019
  Personal Capital
  Denver, CO
• 03/2019 → 09/2019
  The Wealth Conservancy, Inc.
  Boulder, CO
• 05/2018 → 01/2020
  Barkpak Llc
  Denver, CO
• 09/2019 → 09/2022
  Moneta Group Investment Advisors, Llc
  Clayton, MO
• 09/2022 → Present
  Moneta Group Investments Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2019-03-07 → 2019-08-29
  The Wealth Conservancy, Inc.
  Boulder, CO
• 2017-06-21 → 2019-02-19
  Personal Capital Advisors Corporation
  Denver, CO
• 2012-09-10 → 2017-05-03
  Eaton Vance Management
  Boston, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-23
• S63 Uniform Securities Agent State Law Examination
  2011-09-17

Designations

• Certified Financial Planner