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Brendan Rich Mulhearn

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 2023-09-07
MO RA APPROVED 2023-08-29
  • MA RA
    APPROVED
    Since 2023-09-07
  • MO RA
    APPROVED
    Since 2023-08-29

Branch Locations

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

1 Mercantile Street 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
Moneta Group Investment Advisors, Llc St. Louis MO 07/2023 Present
Constitution Capital Partners Andover MA 06/2021 07/2023
Ernst & Young Boston MA 09/2019 05/2021
Northeastern University Boston MA 05/2018 08/2019
Jeffrey A Swanson Building And Remodeling Brewster MA 01/2018 05/2018
N/A East Sandwich MA 09/2017 12/2017
Centerville Beach Association Centerville MA 06/2017 08/2017
Loyola University - Maryland Baltimore MD 08/2013 05/2017
  • 07/2023 → Present
    Moneta Group Investment Advisors, Llc
    St. Louis, MO
  • 06/2021 → 07/2023
    Constitution Capital Partners
    Andover, MA
  • 09/2019 → 05/2021
    Ernst & Young
    Boston, MA
  • 05/2018 → 08/2019
    Northeastern University
    Boston, MA
  • 01/2018 → 05/2018
    Jeffrey A Swanson Building And Remodeling
    Brewster, MA
  • 09/2017 → 12/2017
    N/A
    East Sandwich, MA
  • 06/2017 → 08/2017
    Centerville Beach Association
    Centerville, MA
  • 08/2013 → 05/2017
    Loyola University - Maryland
    Baltimore, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-29
  • S65 Uniform Investment Adviser Law Examination
    2023-08-29
Designations

View on SEC IAPD

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