Margaret Lee Mckinney

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

• 08/2013 → 12/2016
  Southern Illinois University
  Carbondale, IL
• 05/2016 → 12/2016
  Siu Credit Union
  Carbondale, IL
• 12/2016 → 01/2017
  Sleep Inn & Suites
  Saint Peters, MO
• 01/2017 → 05/2017
  Neighbors Credit Union
  Florissant, MO
• 03/2017 → 05/2017
  Panera Bread Company
  Florissant, MO
• 06/2017 → 03/2018
  Scottrade
  Saint Louis, MO
• 02/2018 → 07/2018
  Td Ameritrade, Inc.
  St Louis, MO
• 07/2018 → 09/2023
  Wells Fargo Clearing Services Llc
  St Louis, MO
• 09/2017 → 12/2017
  Victoria Secret
  St. Louis, MO
• 09/2023 → Present
  Moneta Group Investment Advisors, Llc
  Clayton, MO

Other Businesses

MAGGIE'S STATIONERY SHOP LLC; NOT INVESTMENT RELATED; ST. LOUIS, MO; START 2/7/2022; 20 HOURS PER MONTH; ZERO HOURS DURING TRADING; ONLINE STATIONERY STORE MAKING CARDS FOR SPECIAL OCCASIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-17
• S63 Uniform Securities Agent State Law Examination
  2017-09-12

Other Names

• Maggie Mckinney
• Margaret Lee Mckinney
• Margaret Mckinney