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Chase Edward Coffin

Moneta Group Investment Advisors, LLC

Mission Woods, KS

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 2025-06-10
IL RA APPROVED 2023-04-26
MO RA APPROVED 2023-04-26
  • KS RA
    APPROVED
    Since 2025-06-10
  • IL RA
    APPROVED
    Since 2023-04-26
  • MO RA
    APPROVED
    Since 2023-04-26

Branch Locations

1900 Shawnee Mission Parkway Suite 225, Mission Woods, KS 66205 • 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
OrganizationCityStateFromTo
Invesco Distributors, Inc. Houston TX 11/2015 05/2019
Blackrock Chicago IL 05/2019 01/2023
Blackrock Investments Llc Chicago IL 05/2019 01/2023
Moneta Group Investment Advisors, Llc St. Louis MO 04/2023 Present
  • 11/2015 → 05/2019
    Invesco Distributors, Inc.
    Houston, TX
  • 05/2019 → 01/2023
    Blackrock
    Chicago, IL
  • 05/2019 → 01/2023
    Blackrock Investments Llc
    Chicago, IL
  • 04/2023 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-12-11
  • S66 Uniform Combined State Law Examination
    2015-12-11
Designations

View on SEC IAPD

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