Geoffrey Taylor Bowers

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

• 03/2026 → 05/2026
  Unemployed
  St. Louis, MO
• 05/2026 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 09/2015 → 09/2019
  Ameriprise Financial Services, Inc.
  Chesterfield, MO
• 09/2019 → 03/2023
  Fidelity Brokerage Services Llc
  Chesterfield, MO
• 03/2023 → 03/2026
  Fidelity Brokerage Services, Llc
  Boston, MA

Previous Registrations

• 2025-03-31 → 2026-03-19
  Strategic Advisers Llc
  Chesterfield, MO
  Ballwin, MO
  Chesterfield, MO
  Ballwin, MO
  Boston, MA
• 2019-11-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Chesterfield, MO
• 2015-09-25 → 2019-10-03
  Ameriprise Financial Services, Llc
  Chesterfield, MO
• 2013-09-20 → 2015-10-06
  Wells Fargo Clearing Services, Llc
  St. Charles, MO
  Chesterfield, MO

Exams

• S66 Uniform Combined State Law Examination
  2013-09-20

Designations

• Certified Financial Planner

Other Names

• Geoffrey T Bowers