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Travis Scott Mooney

Moneta Group Investment Advisors, LLC

St. Louis, MO

St. Louis, MO

CRD 7831096

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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 2024-01-01
  • MO RA
    APPROVED
    Since 2024-01-01

Branch Locations

100 South Brentwood Blvd, St. Louis, MO 63105 • United States

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 Clayton MO 09/2023 Present
Kennedy Capital Management Creve Coeur MO 04/2022 09/2023
Carmax St. Louis MO 08/2021 04/2022
Home Depot Arnold MO 03/2018 08/2021
Windsor High School Imperial MO 08/2013 05/2018
  • 09/2023 → Present
    Moneta Group Investment Advisors, Llc
    Clayton, MO
  • 04/2022 → 09/2023
    Kennedy Capital Management
    Creve Coeur, MO
  • 08/2021 → 04/2022
    Carmax
    St. Louis, MO
  • 03/2018 → 08/2021
    Home Depot
    Arnold, MO
  • 08/2013 → 05/2018
    Windsor High School
    Imperial, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-28
  • S65 Uniform Investment Adviser Law Examination
    2023-12-28

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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