Stephanie Croft Rogers

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

• 07/2018 → Present
  Moneta Group Investment Advisors Llc
  Clayton, MO
• 01/2010 → 07/2018
  U.S.TRust
  Chicago, IL

Exams

• S63 Uniform Securities Agent State Law Examination
  2005-12-07

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Stephanie Che Croft