Best Investors
Account
Sign in
Moneta Group Investment Advisors, LLC CRD 104727
$50.5B regulatory AUM 638 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2022-01-04 |
Branch Locations
1 North Brentwood Blvd, St. Louis, MO 63105 • United States
190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Des Peres | MO | 06/2016 | 10/2016 |
| Edward Jones | Des Peres | MO | 10/2016 | 01/2018 |
| Edward Jones | Maryland Heights | MO | 01/2018 | 03/2021 |
| Moneta Group Investment Advisors Llc | St. Louis | MO | 04/2021 | 12/2024 |
| Moneta Group Investment Advisors, Llc | St. Louis | MO | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-29 |
Reach out to this advisor