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Bryan Patrick Nelson

Moneta Group Investment Advisors, LLC

St. Louis, MO

Mission Woods, KS

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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
KS RA APPROVED 2020-12-19
MO RA APPROVED 2020-12-19
  • KS RA
    APPROVED
    Since 2020-12-19
  • MO RA
    APPROVED
    Since 2020-12-19

Branch Locations

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

1900 Shawnee Mission Parkway, Suite 225, Mission Woods, KS 66205 • 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 St. Louis MO 11/2020 Present
Kpmg, Llp Kansas City MO 03/2018 11/2020
Kpmg, Llp Chicago IL 10/2012 03/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-12-19
  • S65 Uniform Investment Adviser Law Examination
    2020-12-19
Designations

View on SEC IAPD

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