Best Investors Account Sign in
Current Employers
Moneta Group Investment Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2025-06-12
IL RA APPROVED 2022-02-23
MO RA APPROVED 2022-01-07
  • AL RA
    APPROVED
    Since 2025-06-12
  • IL RA
    APPROVED
    Since 2022-02-23
  • MO RA
    APPROVED
    Since 2022-01-07

Branch Locations

Tuscaloosa, AL • United States

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

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

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
United Investment Managers, Inc. Chicago IL 08/2008 09/2021
Moneta Group Investment Advisors, Llc St. Louis MO 09/2021 09/2021
Moneta Group Investment Advisors, Llc St. Louis MO 09/2021 02/2024
Moneta Group Investment Advisors, Llc St. Louis MO 03/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-07
S63 Uniform Securities Agent State Law Examination 1999-08-12
  • S65 Uniform Investment Adviser Law Examination
    2022-01-07
  • S63 Uniform Securities Agent State Law Examination
    1999-08-12

View on SEC IAPD

More in Tuscaloosa, AL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor