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Kyle Gray

Moneta Group Investment Advisors, LLC

Worcester, MA

St. Louis, MO

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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
MA RA APPROVED 2025-01-16
MO RA APPROVED 2024-07-09
  • MA RA
    APPROVED
    Since 2025-01-16
  • MO RA
    APPROVED
    Since 2024-07-09

Branch Locations

1 Mercantile Street Suite 750, Worcester, MA 01608 • United States

190 Carondelet Plaza Suite 1200, 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
Massmutual Life Insurance Company Boston MA 03/2020 04/2021
Mml Investors Services, Llc Boston MA 03/2020 04/2021
Fidelity Investments Boston MA 01/2015 03/2020
Fidelity Investments Boston MA 04/2021 Present
  • 03/2020 → 04/2021
    Massmutual Life Insurance Company
    Boston, MA
  • 03/2020 → 04/2021
    Mml Investors Services, Llc
    Boston, MA
  • 01/2015 → 03/2020
    Fidelity Investments
    Boston, MA
  • 04/2021 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-06-29 → 2024-07-03
    Fidelity Personal And Workplace Advisors
    Chestnut Hill, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-18
  • S63 Uniform Securities Agent State Law Examination
    2020-08-18
Designations

View on SEC IAPD

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