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Matthew Joseph Schoelch

Moneta Group Investment Advisors, LLC

St. Louis, MO

CRD 7446963

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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
MO RA APPROVED 2022-01-01
  • MO RA
    APPROVED
    Since 2022-01-01

Branch Locations

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
Moneta Group Investment Advisors, Llc St. Louis MO 09/2021 Present
Pricewaterhousecoopers Llc St. Louis MO 07/2017 08/2021
Lewis Rice St. Louis MO 01/2017 07/2017
University Of Missouri Columbia MO 08/2012 12/2016
  • 09/2021 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 07/2017 → 08/2021
    Pricewaterhousecoopers Llc
    St. Louis, MO
  • 01/2017 → 07/2017
    Lewis Rice
    St. Louis, MO
  • 08/2012 → 12/2016
    University Of Missouri
    Columbia, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-29
  • S65 Uniform Investment Adviser Law Examination
    2021-12-29
Designations
  • Certified Financial Planner

View on SEC IAPD

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