Sean Michael Duggan

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

• 01/2005 → 07/2016
  Moneta Group Investment Advisors , Llc
  Clayton, MO
• 01/2005 → Present
  Moneta Group Investment Advisors, Llc
  Clayton, MO
• 07/2016 → Present
  Moneta Group Investment Advisors, Llc
  Clayton, MO

Other Businesses

SELADU #1 - non-investment related, address: 8000 Maryland Avenue Suite 1150 Clayton, MO 63105, Business Nature: short term condo rental, Position: Owner, Start Date: 10/01/2025, # hrs/month (outside business hours): 0-5, # hrs/month (during trading hours): 1-5

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-11-13
• S63 Uniform Securities Agent State Law Examination
  2000-01-18