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Stephen C Dolan

Moneta Group Investment Advisors, LLC

St. Louis, MO

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Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2020-08-06
MO RA APPROVED 2020-02-07
  • KS RA
    APPROVED
    Since 2020-08-06
  • MO RA
    APPROVED
    Since 2020-02-07

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
Msec, Llc St. Louis MO 10/2015 12/2019
Mariner Wealth Advisors St. Louis MO 10/2015 12/2019
Moneta Group Investment Advisors, Llc St. Louis MO 02/2020 Present
Previous Registrations
  • 2015-11-05 → 2019-12-19
    Mariner
    St. Louis, MO
  • 2015-11-05 → 2018-07-03
    Mariner Wealth Advisors
    St. Louis, MO
  • 2015-06-23 → 2015-07-16
    Pnc Wealth Management Llc
    St. Louis, MO
    Akron, OH
    St. Louis, MO
  • 2010-08-09 → 2015-01-28
    Edward Jones
    Kirkwood, MO
    St Louis, MO
    Webster Groves, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-04
  • S66 Uniform Combined State Law Examination
    2010-08-04
Designations

View on SEC IAPD

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