Inactive

Traci Jeanine Bryson

Moneta Group Investment Advisors, LLC

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Current Employers

Moneta Group Investment Advisors, Llc

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

Current Registrations

Authority	Category	Status	Date
MO	RA	APPROVED	2025-08-29
CO	RA	APPROVED	2025-08-26

MO RA
APPROVED

Since 2025-08-29
CO RA
APPROVED

Since 2025-08-26

Branch Locations

200 Columbine St. Suite 220, Denver, CO 80206 • United States

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

Organization	City	State	From	To
Robert W. Baird	Denver	CO	04/2016	08/2020
Robert W. Baird	Denver	CO	08/2020	08/2025
Moneta Group Investment Advisors, Llc	St. Louis	MO	08/2025	Present

04/2016 → 08/2020

Robert W. Baird

Denver, CO
08/2020 → 08/2025

Robert W. Baird

Denver, CO
08/2025 → Present

Moneta Group Investment Advisors, Llc

St. Louis, MO

Previous Registrations

2016-04-04 → 2025-08-25

Robert W. Baird & Co. Incorporated

Denver, CO
2013-05-30 → 2016-04-05

Northwestern Mutual Investment Services, Llc

Lakewood, CO
2011-08-15 → 2012-05-08

B. C. Ziegler And Company

Denver, CO

Chicago, IL
2011-05-06 → 2011-08-15

Northwestern Mutual Investment Services, Llc

Lakewood, CO
2010-04-15 → 2011-02-28

Resource Horizons Investment Advisory, Inc.

Littleton, CO
2009-11-03 → 2010-04-06

Nations Financial Group, Inc.

Denver, CO
2008-04-14 → 2009-06-01

Investment Advisors International, Inc.

Centennial, CO

Centennial, CO

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2016-09-12
S65	Uniform Investment Adviser Law Examination	2008-02-06

S63 Uniform Securities Agent State Law Examination

2016-09-12
S65 Uniform Investment Adviser Law Examination

2008-02-06

Other Names

Traci Bryson
Traci Jeanine Schroeder
Traci Dill
Traci J Bryson

View on SEC IAPD

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Other Investors

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NICHOLAS MICHAEL YIP

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