Trent M Grass

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

• 05/2018 → 08/2019
  Marcus Theaters
  Chesterfield, MO
• 05/2019 → 07/2020
  Unique Pool Management
  Wildwood, MO
• 09/2019 → 08/2020
  Forest Hills Country Club
  Ellisville, MO
• 05/2021 → 07/2022
  Enterprise Fleet Management
  St. Louis, MO
• 08/2022 → 05/2024
  Tyson Foods Inc.
  Springdale, AR
• 06/2023 → 08/2023
  Renaissance Financial
  St. Louis, MO
• 08/2020 → 05/2021
  University Of Arkansas
  Fayetteville, AR
• 05/2013 → 04/2018
  Unemployed
  Wildwood, MO
• 10/2023 → 08/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 08/2023 → 10/2023
  Cetera Advisor Networks Llc
  El Segundo, CA
• 03/2024 → 08/2024
  Cetera Investment Advisers Llc
  Schaumburg, IL
• 09/2024 → 01/2026
  Raymond James & Associates, Inc.
  St Louis, MO
• 01/2026 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO

Previous Registrations

• 2024-09-11 → 2026-01-27
  Raymond James & Associates, Inc.
  St Louis, MO
• 2024-03-05 → 2024-08-22
  Cetera Investment Advisers Llc
  St Louis, MO
  Fayetteville, AR

Exams

• S66 Uniform Combined State Law Examination
  2024-03-01

Other Names

• Trent Mason Grass