Gregory Hayes Reading

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

• 05/2016 → 12/2016
  Foresters Financial Services
  Philadelphia, PA
• 12/2016 → 06/2019
  Foresters Financial Services
  Philadelphia, PA
• 06/2018 → 06/2019
  Foresters Advisory Services
  Philadelphia, PA
• 06/2019 → 04/2021
  Cetera Investment Services Llc
  St Cloud, MN
• 06/2019 → 04/2021
  Cetera Investment Advisers Llc
  Philadelphia, PA
• 08/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 04/2021 → Present
  Lane Hipple Wealth Management Group
  Moorestown, NJ

Previous Registrations

• 2021-06-21 → 2025-12-31
  Lane Hipple - Wealth Management Group
  Moorestown, NJ
• 2019-06-19 → 2021-04-13
  Cetera Investment Advisers Llc
  Philadelphia, PA
• 2018-06-01 → 2019-06-24
  Foresters Advisory Services, Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-05-18
• S63 Uniform Securities Agent State Law Examination
  2016-06-22

Designations

• Chartered Financial Consultant