Lindsay Wilson Taylor

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

• 08/2014 → 01/2020
  Moneta Group Investment Advisors, Llc
  Clayton, MO
• 01/2020 → 12/2025
  Moneta Group Investment Advisors, Llc
  Clayton, MO
• 01/2026 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Other Businesses

Rental Property 1333 Neel Street Huntington, WV 25701 6/1/2008, collect rent, pay mortgage, arrange for repairs. 1-5 hours per month during non business hours and 1-5 hours per month during business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2015-01-17

Designations

• Certified Financial Planner

Other Names

• Lindsay Barrett Wilson
• Lindsay Wilson Taylor