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Daniel Alan Fuhrig

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

CRD 6615707

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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:

Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-13
MO RA APPROVED 2019-05-10
  • KS RA
    APPROVED
    Since 2020-08-13
  • MO RA
    APPROVED
    Since 2019-05-10

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

1 North Brentwood Blvd, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smith, Moore & Co. Jefferson City MO 01/2016 11/2018
Bass Pro Shops Columbia MO 02/2014 07/2021
Moneta Group Investment Advisors, Inc Clayton MO 12/2018 01/2023
Moneta Group Investment Advisors, Inc Clayton MO 01/2023 12/2023
Moneta Group Investment Advisors, Llc St. Louis MO 01/2024 Present
  • 01/2016 → 11/2018
    Jefferson City, MO
  • 02/2014 → 07/2021
    Bass Pro Shops
    Columbia, MO
  • 12/2018 → 01/2023
    Moneta Group Investment Advisors, Inc
    Clayton, MO
  • 01/2023 → 12/2023
    Moneta Group Investment Advisors, Inc
    Clayton, MO
  • 01/2024 → Present
    St. Louis, MO
Previous Registrations
Other Businesses

Bass Pro Shops; Not Investment Related; 3101 Bass Pro Dr. Columbia MO; Outdoor/Sporting Goods Store; Sales Associate; February, 2014; 16-24 Hours/Month; O Hours During Securities Trading Hours; Assisting with Sales Mountain Lake Hunting & Fishing League PO Box 51190 St. Louis MO 63151; Investment Related; Board of Directors; Oversee club's investments; 0.5 hours/week; not during business hours

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-04-19
  • S66 Uniform Combined State Law Examination
    2016-04-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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