Philip Richard Schwab

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 → 03/2019
  Edward Jones
  Saint Louis, MO
• 03/2019 → Present
  Moneta Group Investment Advisors, Inc
  Clayton, MO

Previous Registrations

• 2009-08-12 → 2019-02-28
  Edward Jones
  St. Louis, MO
• 2008-05-13 → 2009-04-02
  Natcity Investments, Inc.
  Webster Groves, MO
• 2007-07-11 → 2008-04-10
  Edward Jones
  St Louis, MO
  St Louis, MO

Exams

• S66 Uniform Combined State Law Examination
  2007-04-19
• S63 Uniform Securities Agent State Law Examination
  2006-08-11

Other Names

• Philip R Schwab
• Philip Richard Schwab