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Trevor E Stone

Moneta Group Investment Advisors, LLC

St. Louis, MO

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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 2020-08-07
MO RA APPROVED 2016-11-16
  • KS RA
    APPROVED
    Since 2020-08-07
  • MO RA
    APPROVED
    Since 2016-11-16

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 Clayton MO 09/2016 01/2022
Ernst & Young Llp Clayton MO 10/2010 09/2016
Moneta Group Investment Advisors, Llc St. Louis MO 01/2022 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-11-16
  • S65 Uniform Investment Adviser Law Examination
    2016-11-16
Designations

View on SEC IAPD

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