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Oliver Farrell Cragan

Moneta Group Investment Advisors, LLC

St. Louis, MO

Worcester, MA

CRD 6261148

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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:

Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-02-24
MA RA APPROVED 2021-02-23
MO RA APPROVED 2021-02-18
  • KS RA
    APPROVED
    Since 2021-02-24
  • MA RA
    APPROVED
    Since 2021-02-23
  • MO RA
    APPROVED
    Since 2021-02-18

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

1 Mercantile, Suite 750, Worcester, MA 01608 • 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
Wells Fargo Advisors, Llc Worcester MA 10/2013 11/2016
Wells Fargo Clearing Services, Llc Worcester MA 11/2016 09/2019
The Berry Group Worcester MA 09/2019 02/2021
Moneta Group Investment Advisors, Llc St. Louis MO 02/2021 Present
Previous Registrations
  • 2020-02-07 → 2021-02-12
    The Berry Group
    Worcester, MA
  • 2019-10-18 → 2019-12-31
    The Berry Group
    Worcester, MA
  • 2015-03-03 → 2019-09-18
    Wells Fargo Clearing Services, Llc
    Worcester, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-03-02
  • S66 Uniform Combined State Law Examination
    2015-03-02
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

BRIAN CHRISTOPHER LOCK
WILLIAM BERNARD ALBAIR
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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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