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Brian Stephen Page

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
MO RA APPROVED 2026-01-16
  • MO RA
    APPROVED
    Since 2026-01-16

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
Retirement Plan Services, Llc St. Louis MO 09/2015 09/2016
Buckingham Asset Management, Llc St. Louis MO 09/2016 05/2021
Moneta Group Investment Advisors, Llc St. Louis MO 12/2025 Present
Concordia Plan Services St. Louis MO 05/2021 12/2025
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-01-16
  • S65 Uniform Investment Adviser Law Examination
    2026-01-16

View on SEC IAPD

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