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Daniel Allen West

Moneta Group Investment Advisors, LLC

Longboat Key, FL

St. Louis, MO

St. Louis, MO

CRD 2207538

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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
KS RA APPROVED 2020-08-07
FL RA APPROVED 2020-01-02
MO RA APPROVED 2002-07-15
  • KS RA
    APPROVED
    Since 2020-08-07
  • FL RA
    APPROVED
    Since 2020-01-02
  • MO RA
    APPROVED
    Since 2002-07-15

Branch Locations

Longboat Key, FL • United States

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

1 North Brentwood Blvd, 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
Moneta Group, Llc Clayton MO 01/2005 Present
Moneta Group Investment Advisors, Llc Clayton MO 01/2005 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1992-01-31
  • S63 Uniform Securities Agent State Law Examination
    1992-01-31
Designations
  • Certified Financial Planner
Other Names
  • Dan West

View on SEC IAPD

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