Thomas Sprott Cousins

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

• 01/2016 → 03/2024
  Citibank, N.A / Citigroup Global Markets, Inc.
  Denver, CO
• 05/2024 → Present
  Moneta Group Investment Advisors, Llc
  Denver, CO

Previous Registrations

• 2016-05-10 → 2024-04-18
  Citigroup Global Markets Inc.
  Denver, CO

Other Businesses

The Mile High Duck Club; Not Investment-related; Nature: Recreational duck and goose hunting club; Brighton, CO / Denver, CO; Started: 4/1/2023; Title: Director; Duties: Member of board of directors (voluntary position) to help run the hunting operations of the club, manage and conserve the club property for recreational purposes. ; No time is devoted each month during securities trading hours; 1-5 hours are devoted each month outside of securities trading hours. /////

Exams

• S66 Uniform Combined State Law Examination
  2016-05-09

Designations

• Certified Financial Planner

Other Names

• Tom Cousins
• Thomas Cousins
• Thomas Sprott Cousins
• Thomas Sprott Cousins Iv