Briana H. Mcdonald

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

• 08/2017 → 01/2022
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 05/2017 → 08/2017
  Unemployed
  Columbia, MO
• 08/2013 → 05/2017
  University Of Missouri - Columbia
  Columbia, MO
• 01/2022 → 08/2022
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 08/2022 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Other Businesses

1335 Woodland Drive, Richmond Heights, MO 63117, non-investment related; real estate rental property, Title/Position: Landlord/Owner, Start Date: 11/20/2024, Hours/Month (Trading): 0, Hours/Month (Total): 1-5, Duties: coordinating maintenance, managing tenants, collecting rents, etc.

Designations

• Certified Financial Planner

Other Names

• Briana H. Immerman
• Briana Hogan Immerman
• Brie Mcdonald