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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 2021-10-13
MO RA APPROVED 2021-10-12
  • KS RA
    APPROVED
    Since 2021-10-13
  • MO RA
    APPROVED
    Since 2021-10-12

Branch Locations

1 North Brentwood Blvd, St. Louis, MO 63105 • 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
Acropolis Investment Management Chesterfield MO 05/2016 12/2019
University Of Missouri St Louis St Louis MO 01/2016 05/2016
Moneta Group Investment Advisors, Llc St Louis MO 10/2021 08/2023
Asset Consulting Group St. Louis MO 11/2020 09/2021
Moneta Group Investment Advisors, Llc St. Louis MO 09/2023 09/2025
Moneta Group Investment Advisors, Llc St. Louis MO 09/2025 Present
Stifel Nicolaus & Co Inc St. Louis MO 01/2020 10/2020
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2020-08-14
S65 Uniform Investment Adviser Law Examination 2016-07-06
  • S63 Uniform Securities Agent State Law Examination
    2020-08-14
  • S65 Uniform Investment Adviser Law Examination
    2016-07-06
Designations

View on SEC IAPD

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