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Danton Kent Troyer

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

CRD 5024960

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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 2020-08-13
MO RA APPROVED 2018-08-01
  • KS RA
    APPROVED
    Since 2020-08-13
  • MO RA
    APPROVED
    Since 2018-08-01

Branch Locations

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

1 North Brentwood Blvd, St. Louis, MO 63105 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial Llc Creve Coeur MO 04/2008 06/2018
Rfg Advisory Creve Coeur MO 08/2014 06/2018
Private Client Services Creve Coeur MO 06/2018 06/2018
Moneta Group Investment Advisors Llc Clayton MO 07/2018 01/2022
Moneta Group Investment Advisors, Llc Clayton MO 01/2022 Present
Previous Registrations
Other Businesses

1) 12/01/2011. SINGLE FAMILY RENTAL PROPERTY FLORISSANT, MO. OWNER. 2 HOURS/MO; 2 DURING TRADING HOURS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-14
  • S66 Uniform Combined State Law Examination
    2005-11-14
Designations
  • Certified Financial Planner

View on SEC IAPD

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