Ally Melvin Kell

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

• 05/2017 → 09/2017
  Wells Fargo Clearing Services
  St. Louis, MO
• 06/2016 → 05/2017
  Wells Fargo Clearing Services
  St. Louis, MO
• 09/2017 → 08/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Ladue, MO
• 03/2018 → 08/2020
  Bank Of America, N.A.
  Ladue, MO
• 08/2020 → Present
  Ubs Financial Services Inc.
  St Louis, MO
• 02/2024 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2020-08-20 → 2024-02-02
  Ubs Financial Services Inc.
  Clayton, MO
• 2017-12-15 → 2020-08-21
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Frontenac, MO
  Clayton, MO

Other Businesses

1) I*124670 For profit or not for profit: Non-Profit Organization Name of outside business organization: Affinia Healthcare Foundation Investment related: N Address of business: Saint Louis, Missouri 63107 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 7/3/2019 Number of hours devoted: 10 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Plan events for the foundation to attract new members. 3)NAME OF OTHER BUSINESS: Spirit of St. Louis Women's Fund / INVESTMENT RELATED?: N / ADDRESS:2 Oak Knoll ParkSaint Louis, MO / NATURE OF THE BUSINESS: I am the Vice Chair of Membership and a Board Member. I will assist in keeping up with membership duties such as planning membership events and providing regular communication to our membership. Starting in August, I will be the President Elect and Membership Chair for 2022-2023 fiscal year. Starting in 2023-2025, I will be the President. / POSITION: Member of Board of Directors/ DUTIES:As Vice Chair of Membership, I am responsible for the oversight of all membership events and communication to our committee members. Starting in August, I will be the President Elect and Membership Chair for 2022-2023 fiscal year. Starting in 2023-2025, I will serve as President. / START DATE:8/1/2020 / HOURS DEVOTED TO BUSINESS:NA

Exams

• S66 Uniform Combined State Law Examination
  2017-12-14
• S63 Uniform Securities Agent State Law Examination
  2017-07-22

Designations

• Certified Financial Planner

Other Names

• Ally Anne Melvin
• Ally Melvin
• Ally Kell