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Alex Roth

Moneta Group Investment Advisors, LLC

St. Louis, MO

CRD 7050785

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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
IL RA APPROVED 2023-10-17
MO RA APPROVED 2023-10-17
  • IL RA
    APPROVED
    Since 2023-10-17
  • MO RA
    APPROVED
    Since 2023-10-17

Branch Locations

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 Clayton MO 10/2023 Present
Moneta Group Investment Advisors, Llc Clayton MO 06/2020 10/2023
Southern Illinois University Edwardsville Edwardsville IL 08/2018 05/2020
Lewis And Clark Community College Godfrey IL 01/2018 05/2018
Millikin University Decatur IL 08/2016 12/2017
Designations
  • Certified Financial Planner
Other Names
  • Alex David Roth

View on SEC IAPD

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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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