Michael St Clair Walsh

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

• 07/2009 → 03/2024
  Wells Fargo Advisors Financial Network Llc
  Boulder, CO
• 03/2024 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2009-07-16 → 2024-03-12
  Wells Fargo Advisors Financial Network, Llc
  Boulder, CO
• 2009-06-01 → 2009-08-05
  Morgan Stanley
  Boulder, CO
• 2003-04-23 → 2009-06-01
  Citigroup Global Markets Inc.
  Boulder, CO
  Boulder, CO

Other Businesses

2034 PEARL,LLC; INVESTMENT RELATED; BOULDER,CO; 35% OWNERSHIP; START DATE 07/01/2014; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 4; MANAGING MEMBER. REAL ESTATE HOLDING COMPANY FOR FINET PRACTICE. HI-WAL, LLC DBA JUNIPER WEALTH ADVISORS; INVESTMENT RELATED; BOULDER,CO; 50% OWNERSHIP; START DATE 06/01/2009; NUMBER OF HOURS PER MONTH 4; NUMBER OF HOURS DURING TRADING 4; OPERATING ENTITY FOR FINET PRACTICE. HI-WAL LLC 401K; INV. RELATED; BOULDER, CO; START DATE 1/2020; LESS THAN 1 HR PER MONTH; 0 HRS DURING TRADING.

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-09-15
• S63 Uniform Securities Agent State Law Examination
  1997-05-12

Designations

• Certified Financial Planner

Other Names

• Mike Walsh