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Matthew Vincent Fletcher

Moneta Group Investment Advisors, LLC

St. Louis, MO

Worcester, MA

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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
MA RA APPROVED 2024-11-12
MO RA APPROVED 2024-08-21
  • MA RA
    APPROVED
    Since 2024-11-12
  • MO RA
    APPROVED
    Since 2024-08-21

Branch Locations

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

1 Mercantile St. Suite 750, Worcester, MA 01608 • 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
Morgan Stanley Worcester MA 09/2017 08/2019
Unemployed Lexington MA 01/2017 08/2017
Dunnhumby, Inc. Boston MA 05/2011 12/2016
Morgan Stanley Private Bank, National Association New York NY 12/2017 08/2019
Flipside Crypto, Inc. Boston MA 09/2019 12/2019
Lpl Financial Llc Lexington MA 01/2020 07/2024
Moneta Group Investment Advisors, Llc Worcester MA 08/2024 Present
  • 09/2017 → 08/2019
    Morgan Stanley
    Worcester, MA
  • 01/2017 → 08/2017
    Unemployed
    Lexington, MA
  • 05/2011 → 12/2016
    Dunnhumby, Inc.
    Boston, MA
  • 12/2017 → 08/2019
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2019 → 12/2019
    Flipside Crypto, Inc.
    Boston, MA
  • 01/2020 → 07/2024
    Lpl Financial Llc
    Lexington, MA
  • 08/2024 → Present
    Moneta Group Investment Advisors, Llc
    Worcester, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-16
  • S66 Uniform Combined State Law Examination
    2017-11-16
Designations

View on SEC IAPD

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