Anna Abigail Brown

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 06/2017
  Bishop Union High School
  Bishop, CA
• 05/2015 → 01/2020
  The Bishop Jewelers
  Bishop, CA
• 05/2020 → 10/2020
  Honduras Child Alliance
  Philadelphia, PA
• 04/2017 → 08/2019
  Perry's Italian Cafe
  Bishop, CA
• 09/2017 → 04/2020
  University Of Redlands Fitness Center
  Redlands, CA
• 09/2020 → 04/2021
  University Of Redlands Department Of Economics
  Redlands, CA
• 12/2020 → 05/2021
  The Jaspen Corporation
  Bishop, CA
• 09/2017 → 04/2021
  University Of Redlands
  Redlands, CA
• 06/2021 → 12/2024
  Fidelity Investments
  Salt Lake City, UT
• 05/2020 → 11/2020
  Employment Development Department
  Bishop, CA
• 01/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-03-10
• S63 Uniform Securities Agent State Law Examination
  2021-10-29

Other Names

• Anna Abigail Brown
• Anna Brown