Emily Rose Mulligan

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

• 09/2014 → 12/2020
  Student
  Cinnaminson, NJ
• 05/2023 → 08/2023
  Lane Hipple Wealth Management Group
  Moorestown, NJ
• 01/2021 → 05/2021
  Student
  Columbia, SC
• 05/2021 → 08/2021
  Lane Hipple Wealth Management Group
  Moorestown, NJ
• 08/2022 → 05/2023
  Student
  Columbia, SC
• 08/2023 → 05/2024
  Student
  Columbia, SC
• 05/2022 → 07/2022
  Lane Hipple Wealth Management Group
  Moorestown, NJ
• 07/2024 → Present
  Lane And Associates Llc
  Moorestown, NJ
• 12/2020 → 01/2021
  Lane Hipple Wealth Management Group
  Moorestown, NJ
• 12/2021 → 01/2022
  Lane Hipple Wealth Management Group
  Moorestown, NJ
• 08/2021 → 12/2021
  Student
  Columbia, SC
• 01/2022 → 05/2022
  Student
  Columbia, SC
• 07/2024 → Present
  Lane Hipple Wealth Management Group
  Moorestown, NJ
• 08/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2024-12-11 → 2025-12-31
  Lane Hipple - Wealth Management Group
  Moorestown, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-26