Conner Daley Harrison

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

• 07/2024 → Present
  Moneta Group Investment Advisors, Llc
  St. Louis, MO
• 11/2021 → 06/2024
  Marcum Llp
  San Francisco, CA
• 08/2018 → 10/2021
  Rubinbrown Llp
  St. Louis, MO
• 08/2017 → 05/2018
  St. Louis University
  St. Louis, MO
• 06/2018 → 07/2018
  Unemployed
  St. Louis, MO
• 08/2013 → 05/2017
  Spring Hill College
  Mobile, AL

Other Businesses

I started my own accounting company to perform basis accounting and tax services for individuals and small businesses. The name of the business is Conner Daley CPA LLC. The business is not investment related. I run this business from my home and in my free time on weeknights and weekends. I currently do not have any clients and do not perform any of this work during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-09-09

Designations

• Certified Financial Planner