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Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-05
MO RA APPROVED 2026-06-05
  • CO RA
    APPROVED
    Since 2026-06-05
  • MO RA
    APPROVED
    Since 2026-06-05

Branch Locations

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

5251 Dtc Parkway Ste 420, Greenwood Village, CO 80111 • 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
Moneta Group Investment Advisors, Llc Denver CO 05/2026 Present
Charles Schwab & Co., Inc. Lone Tree CO 03/2021 01/2023
Innovest Portfolio Solutions Denver CO 08/2020 03/2021
Beyer Landscape Lakewood CO 05/2020 08/2020
Snooze Lone Tree CO 09/2019 12/2019
Hacienda Colorado Denver CO 11/2018 01/2019
Valley Country Club Aurora CO 05/2015 08/2019
University Of Colorado Boulder CO 05/2016 12/2018
Regis University Denver CO 01/2018 12/2020
Innovest Portfolio Solutions Denver CO 01/2023 05/2026
  • 05/2026 → Present
    Denver, CO
  • 03/2021 → 01/2023
    Charles Schwab & Co., Inc.
    Lone Tree, CO
  • 08/2020 → 03/2021
    Innovest Portfolio Solutions
    Denver, CO
  • 05/2020 → 08/2020
    Beyer Landscape
    Lakewood, CO
  • 09/2019 → 12/2019
    Snooze
    Lone Tree, CO
  • 11/2018 → 01/2019
    Hacienda Colorado
    Denver, CO
  • 05/2015 → 08/2019
    Valley Country Club
    Aurora, CO
  • 05/2016 → 12/2018
    University Of Colorado
    Boulder, CO
  • 01/2018 → 12/2020
    Regis University
    Denver, CO
  • 01/2023 → 05/2026
    Innovest Portfolio Solutions
    Denver, CO
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-02-27
S63 Uniform Securities Agent State Law Examination 2021-10-01
  • S65 Uniform Investment Adviser Law Examination
    2026-02-27
  • S63 Uniform Securities Agent State Law Examination
    2021-10-01
Other Names
  • Matthew R Foster

View on SEC IAPD

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