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Zachary Joseph Heath

Moneta Group Investment Advisors, LLC

St. Louis, MO

Greenwood Village, CO

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Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-26
MO RA APPROVED 2025-08-26
  • CO RA
    APPROVED
    Since 2025-08-26
  • MO RA
    APPROVED
    Since 2025-08-26

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

5251 Dtc Parkway Ste 420, Greenwood Village, CO 80111 • 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
Innovest Portfolio Solutions Denver CO 06/2018 03/2021
Student Highlands Ranch CO 09/2014 06/2018
Aveo Capital Partners Englewood CO 03/2021 09/2024
Aveo Capital Partners Englewood CO 09/2024 10/2025
Moneta Group Investment Advisors, Llc St. Louis MO 08/2025 Present
  • 06/2018 → 03/2021
    Innovest Portfolio Solutions
    Denver, CO
  • 09/2014 → 06/2018
    Student
    Highlands Ranch, CO
  • 03/2021 → 09/2024
    Aveo Capital Partners
    Englewood, CO
  • 09/2024 → 10/2025
    Aveo Capital Partners
    Englewood, CO
  • 08/2025 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Previous Registrations
  • 2024-09-17 → 2025-10-01
    Aveo Capital Partners, Llc
    Englewood, CO
Designations
Other Names
  • Zach Joseph Heath

View on SEC IAPD

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