Stephen C Dolan

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 12/2019
  Msec, Llc
  St. Louis, MO
• 10/2015 → 12/2019
  Mariner Wealth Advisors
  St. Louis, MO
• 02/2020 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

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

• S66 Uniform Combined State Law Examination
  2010-08-04

Designations

• Certified Financial Planner