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Morgan Lynn Golaris

Moneta Group Investment Advisors, LLC

St. Louis, MO

Clayton, MO

CRD 8086459

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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 2025-05-09
  • MO RA
    APPROVED
    Since 2025-05-09

Branch Locations

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

1 North Brentwood Blvd, Clayton, 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
University Of Illinois Urbana-Champaign Champaign IL 08/2014 05/2018
Unemployed St. Louis MO 05/2018 09/2018
Kpmg Chicago IL 09/2018 08/2022
Moneta Group Investment Advisors, Llc St. Louis MO 08/2022 Present
  • 08/2014 → 05/2018
    University Of Illinois Urbana-Champaign
    Champaign, IL
  • 05/2018 → 09/2018
    Unemployed
    St. Louis, MO
  • 09/2018 → 08/2022
    Kpmg
    Chicago, IL
  • 08/2022 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Designations
  • Certified Financial Planner
Other Names
  • Gast

View on SEC IAPD

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