Brian Stephen Page

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2015 → 09/2016
  Retirement Plan Services, Llc
  St. Louis, MO
• 09/2016 → 05/2021
  Buckingham Asset Management, Llc
  St. Louis, MO
• 12/2025 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 05/2021 → 12/2025
  Concordia Plan Services
  St. Louis, MO

Previous Registrations

• 2017-04-19 → 2021-06-14
  Buckingham Strategic Wealth, Llc
  St Louis, MO

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-01-16