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Meghan Marie Dorsey Abeln

Krilogy

St. Louis, MO

CRD 6888880

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Employer firm

Krilogy CRD 149046

$5.20B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Krilogy

275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-06-25
TX RA APPROVED 2021-06-25
  • MO RA
    APPROVED
    Since 2021-06-25
  • TX RA
    APPROVED
    Since 2021-06-25

Branch Locations

275 N. Lindbergh Ste. 20, St. Louis, MO 63141 • 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 Clayton MO 11/2017 06/2021
Commerce Trust Company Clayton MO 09/2011 11/2017
Krilogy Financial St. Louis MO 06/2021 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-01-08
  • S65 Uniform Investment Adviser Law Examination
    2018-01-08
Designations
  • Certified Financial Planner
Other Names
  • Meghan Marie Dorsey
  • Meghan Marie Dorsey Abeln

View on SEC IAPD

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