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Matthew G Luzecky

Moneta Group Investment Advisors, LLC

St. Louis, MO

CRD 7173399

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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
MO RA APPROVED 2025-01-09
  • MO RA
    APPROVED
    Since 2025-01-09

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
Hill Investment Group St. Louis MO 07/2019 03/2021
Hill Investment Group St. Louis MO 07/2019 03/2021
Federal Reserve Bank Of St. Louis St. Louis MO 11/2014 06/2019
Hill Investment Group Partners, Llc St. Louis MO 03/2021 11/2024
Moneta Group Investment Advisors, Llc Clayton MO 11/2024 Present
Previous Registrations
  • 2021-03-01 → 2025-01-02
    Hill Investment Group
    St. Louis, MO
  • 2019-12-12 → 2021-03-01
    Hill Investment Group
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-12-12
  • S65 Uniform Investment Adviser Law Examination
    2019-12-12

View on SEC IAPD

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