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Caroline Hayes Fugel

Moneta Group Investment Advisors, LLC

St. Louis, MO

CRD 6754904

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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 2021-08-26
MO RA APPROVED 2021-08-25
  • KS RA
    APPROVED
    Since 2021-08-26
  • MO RA
    APPROVED
    Since 2021-08-25

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
Moneta Group Investment Advisors, Llc St. Louis MO 10/2017 11/2019
Td Ameritade Omaha NE 01/2017 05/2017
Enterprise Holdings Omaha NE 05/2016 01/2017
Creighton University Omaha NE 08/2013 05/2017
Unemployed St. Louis MO 06/2017 09/2017
Moneta Group Investment Advisors, Llc St. Louis MO 12/2019 12/2021
Moneta Group Investment Advisors, Llc St. Louis MO 01/2022 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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