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Richard J Bettger

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

CRD 6723919

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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
MO RA APPROVED 2024-02-08
  • MO RA
    APPROVED
    Since 2024-02-08

Branch Locations

100 South Brentwood Blvd, St. Louis, MO 63105 • 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
Stifel, Nicolaus & Co., Inc St. Louis MO 10/2016 09/2023
Saint Louis University St. Louis MO 10/2013 10/2016
Moneta Group Investment Advisors, Llc St. Louis MO 09/2023 Present
  • 10/2016 → 09/2023
    Stifel, Nicolaus & Co., Inc
    St. Louis, MO
  • 10/2013 → 10/2016
    Saint Louis University
    St. Louis, MO
  • 09/2023 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-09-28
  • S66 Uniform Combined State Law Examination
    2017-09-28
Other Names
  • Richard Joseph Bettger

View on SEC IAPD

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