Gene DiederichCRD Number: 1283002
Current Firm: Moneta Group Investment Advisors, LLC
Gene Diederich (CRD# 1283002) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 33 years of experience in the finance industry. Gene Diederich has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Carsonallaria Wealth Management, Ltd.
|Moneta Group Investment Advisors, LLC||St. Louis, MO||Apr 2009 - Current||8|
|Moneta Group Investment Advisors, LLC||Saint Louis, MO||Apr 2009 - Aug 2015||6|
|Purshe Kaplan Sterling||Albany, NY||Jan 2010 - May 2013||3|
|Wachovia Securities, LLC||St. Louis, MO||Oct 2007 - Apr 2009||1|
|A. G. Edwards & Sons, Inc.||St. Louis, MO||Mar 2005 - Oct 2007||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Aug 1984|
|S65||NASAA Investment Advisors Law Examination||Jul 1995|
Total Assets Under Management14,528MILLIONS
Total Number of Accounts21,949ACCOUNTS
Average Account Value$661,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI