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Kevin Edward Nelson

Moneta Group Investment Advisors, LLC

St. Louis, MO

Chicago, IL

CRD 6712866

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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
IL RA APPROVED 2025-11-10
KS RA APPROVED 2021-09-29
MO RA APPROVED 2021-09-28
  • IL RA
    APPROVED
    Since 2025-11-10
  • KS RA
    APPROVED
    Since 2021-09-29
  • MO RA
    APPROVED
    Since 2021-09-28

Branch Locations

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

10 S. Wacker Drive, Chicago, IL 60606 • 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 06/2018 12/2022
Edward Jones St. Louis MO 09/2016 05/2018
St. Louis University St. Louis MO 08/2014 05/2018
Moneta Group Investment Advisors, Llc St. Louis MO 01/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-02
  • S65 Uniform Investment Adviser Law Examination
    2021-09-02
Other Names
  • Kevin Nelson

View on SEC IAPD

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