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Nicholas Daniel Koboldt

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

CRD 6718283

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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
KS RA APPROVED 2021-04-08
MO RA APPROVED 2021-04-07
  • KS RA
    APPROVED
    Since 2021-04-08
  • MO RA
    APPROVED
    Since 2021-04-07

Branch Locations

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

100 South Brentwood Blvd, 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
Stifel Nicolaus St.LOuis MO 07/2016 04/2018
Buckingham Asset Management, Llc. Clayton MO 04/2018 03/2021
Moneta Group Investment Advisors, Llc St. Louis MO 04/2021 06/2022
Moneta Group Investment Advisors, Llc St. Louis MO 06/2022 09/2023
Moneta Group Investments Advisors, Llc St. Louis MO 09/2023 09/2025
Moneta Group Investment Advisors, Llc St. Louis MO 09/2025 Present
Previous Registrations
  • 2018-07-27 → 2021-04-22
    Buckingham Strategic Wealth, Llc
    St Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-07-27
  • S65 Uniform Investment Adviser Law Examination
    2018-07-27

View on SEC IAPD

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