Sean Douglas Ridley

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 → 04/2017
  Gainsight
  Town And Country, MO
• 04/2017 → 09/2022
  Morgan Stanley
  Clayton, MO
• 09/2022 → 05/2024
  U.S. Bank
  St. Louis, MO
• 11/2022 → 05/2024
  U.S. Bancorp Investments, Inc.
  St. Louis, MO
• 05/2024 → 03/2026
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 03/2026 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2022-11-09 → 2024-05-22
  U.S. Bancorp Investments, Inc.
  Clayton, MO
  Sioux Falls, SD
  St. Louis, MO
  Spokane, WA
• 2017-05-12 → 2022-10-19
  Morgan Stanley
  Clayton, MO
• 2013-01-01 → 2015-05-26
  Morgan Stanley
  St. Louis, MO
  St. Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2012-12-27

Designations

• Certified Financial Planner