Inactive

Hannah Lea Mcdaniel

Moneta Group Investment Advisors, LLC

CRD 6693292

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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

Authority	Category	Status	Date
IL	RA	APPROVED	2022-10-28
MO	RA	APPROVED	2022-10-28

IL RA
APPROVED

Since 2022-10-28
MO RA
APPROVED

Since 2022-10-28

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

Organization	City	State	From	To
Stifel	St. Louis	MO	08/2016	04/2022
Moneta Group Investment Advisors, Llc	St. Louis	MO	04/2022	Present

08/2016 → 04/2022

Stifel

St. Louis, MO
04/2022 → Present

Moneta Group Investment Advisors, Llc

St. Louis, MO

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2022-10-28

S65 Uniform Investment Adviser Law Examination

2022-10-28

Other Names

Hannah Lea Stallard
Hannah Harrison
Hannah Lea Harrison

View on SEC IAPD

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