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Nicholas Pavlishin

Moneta Group Investment Advisors, LLC

St. Louis, MO

CRD 6872413

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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
MO RA APPROVED 2023-01-13
  • MO RA
    APPROVED
    Since 2023-01-13

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 01/2023 Present
Moneta Group Investment Advisors, Llc St. Louis MO 07/2019 12/2022
Skippers Pub Oxford OH 08/2018 12/2018
Ul Northbrook IL 06/2018 09/2018
Merrill Lynch Kirkwood OH 09/2017 12/2019
Sincere Financial Hong Kong 06/2017 08/2019
Miami University Oxford OH 08/2016 05/2017
  • 01/2023 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 07/2019 → 12/2022
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 08/2018 → 12/2018
    Skippers Pub
    Oxford, OH
  • 06/2018 → 09/2018
    Ul
    Northbrook, IL
  • 09/2017 → 12/2019
    Merrill Lynch
    Kirkwood, OH
  • 06/2017 → 08/2019
    Sincere Financial
    Hong Kong
  • 08/2016 → 05/2017
    Miami University
    Oxford, OH
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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