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Patrick Clinton Duff

Moneta Group Investment Advisors, LLC

St. Louis, MO

CRD 2422732

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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 2020-09-28
MO RA APPROVED 1996-06-26
  • KS RA
    APPROVED
    Since 2020-09-28
  • MO RA
    APPROVED
    Since 1996-06-26

Branch Locations

190 Carondelet Plaza Suite 1200, 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
Other Businesses

1)INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES. 2)FELLOWSHIP OF CHRISTIAN ATHLETES, 1355 N HIGHWAY DR., ST. LOUIS, MO 63026. TREASURER - BOARD OF DIRECTORS BEGAN IN 1998, DEVOTES LESS THAN 4 HOURS/MONTH NOT DURING TRADING HOURS. 3)BETHANY CHRISTIAN SERVICES, ST. LOUIS, MO. TREASURER - BOARD OF DIRECTORS BEGAN IN 1999, DEVOTES LESS THAN 2 HOURS/MONTH NOT DURING TRADING HOURS. 4) TAX STRATEGIES, LLC. 130 S. BEMISTON, ST. LOUIS, MO 63105. BEGAN IN 2001 AS A SHAREHOLDER, DEVOTES 0 HOURS DURING TRADING HOURS. 5)ARGENT CAPTIAL, 700 CORPORATE PARK DR., CLAYTON, MO 63105. BEGAN IN 1999 AS A SHAREHOLDER ONLY NO MGT. RESPONSIBILITIES. DEVOTES NO HOURS DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-17
S63 Uniform Securities Agent State Law Examination 1994-01-17
  • S65 Uniform Investment Adviser Law Examination
    2025-11-17
  • S63 Uniform Securities Agent State Law Examination
    1994-01-17

View on SEC IAPD

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