Best Investors Account Sign in
Inactive

Robert Der

Moneta Group Investment Advisors, LLC

Boulder, CO

St. Louis, MO

Claim This Profile
Current Employers
Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-08-25
MO RA APPROVED 2025-08-25
  • CO RA
    APPROVED
    Since 2025-08-25
  • MO RA
    APPROVED
    Since 2025-08-25

Branch Locations

2034 Pearl Street Suite 100, Boulder, CO 80302 • 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
Moneta Group Investment Advisors, Llc St. Louis MO 08/2025 Present
Crosscountry Mortgage Boulder CO 07/2025 07/2025
Unemployed Boulder CO 09/2024 06/2025
Foothills Equity, Llc Boulder\ CO 04/2022 09/2024
Alix Partners Denver CO 05/2021 04/2022
University Of Michigan Ann Arbor MI 08/2019 04/2021
West Monroe Partners Chicago IL 07/2020 08/2020
Ernst And Young, Llp Chicago IL 10/2016 07/2019
Ernst And Young, Llp Chicago IL 09/2013 09/2016
  • 08/2025 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 07/2025 → 07/2025
    Crosscountry Mortgage
    Boulder, CO
  • 09/2024 → 06/2025
    Unemployed
    Boulder, CO
  • 04/2022 → 09/2024
    Foothills Equity, Llc
    Boulder\, CO
  • 05/2021 → 04/2022
    Alix Partners
    Denver, CO
  • 08/2019 → 04/2021
    University Of Michigan
    Ann Arbor, MI
  • 07/2020 → 08/2020
    West Monroe Partners
    Chicago, IL
  • 10/2016 → 07/2019
    Ernst And Young, Llp
    Chicago, IL
  • 09/2013 → 09/2016
    Ernst And Young, Llp
    Chicago, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-22
  • S65 Uniform Investment Adviser Law Examination
    2025-08-22
Other Names
  • Bob Der

View on SEC IAPD

Other Firms

RBC CAPITAL MARKETS, LLC
UBS FINANCIAL SERVICES INC.
ROBERT W. BAIRD & CO. INCORPORATED
J.P. MORGAN SECURITIES LLC
MORGAN STANLEY
ENDEAVOR PRIVATE WEALTH, INC.
WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Other Investors

JOHN DAVID TERRION
Amy Lynn Crenshaw
SYDNEY ALEXIS CLAYTON
DIANE JANET SOUCHERAY
LYNNE M GRIMSON
Meagan E Belford
MICHAEL WAYNE NORVELL
JAMES ALMANDO SCATENA

Other Offices

RBC CAPITAL MARKETS, LLC · BOULDER, CO
UBS FINANCIAL SERVICES INC. · BOULDER, CO
UBS FINANCIAL SERVICES INC. · Boulder, CO
ROBERT W. BAIRD & CO. INCORPORATED · Boulder, CO
J.P. MORGAN SECURITIES LLC · BOULDER, CO
MORGAN STANLEY · Boulder, CO
ENDEAVOR PRIVATE WEALTH, INC. · BOULDER, CO
ENDEAVOR PRIVATE WEALTH, INC. · Boulder, CO

More in Boulder, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor