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Margaret Mary Glenn

Moneta Group Investment Advisors, LLC

Mission Woods, KS

St. Louis, MO

CRD 7392667

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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 2021-07-14
MO RA APPROVED 2021-07-14
  • KS RA
    APPROVED
    Since 2021-07-14
  • MO RA
    APPROVED
    Since 2021-07-14

Branch Locations

1900 Shawnee Mission Parkway, Suite 225, Mission Woods, KS 66205 • 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
Moneta Group Investment Advisors, Llc St. Louis MO 08/2020 06/2021
Kpmg Llp Kansas City MO 09/2015 07/2020
Moneta Group Investment Advisors, Llc St. Louis MO 07/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-07-14
  • S65 Uniform Investment Adviser Law Examination
    2021-07-14
Designations
  • Certified Financial Planner
Other Names
  • Margaret Carmody
  • Margie Glenn
  • Margaret Mary Carmody

View on SEC IAPD

Nearby Firms

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC
PALMER SQUARE BDC ADVISOR LLC

Nearby Investors

CHRISTOPHER DALE LONG
JAY Ryan LIEBERMAN
Jarett Atkins

Nearby Offices

PALMER SQUARE PRIVATE CREDIT MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE EUROPE CAPITAL MANAGEMENT LLC · MISSION WOODS, KS
PALMER SQUARE BDC ADVISOR LLC · MISSION WOODS, KS

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