Mona Gooden, financial advisor Saint Louis MO

Mona Gooden

CRD Number: 4584274
Current Firm: Moneta Group Investment Advisors, LLC

Mona Gooden (CRD# 4584274) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 20 years of experience in the finance industry.

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Moneta Group Investment Advisors, LLC
Company Name Location Dates Years
Moneta Group Investment Advisors, Inc. St. Louis, MO Sep 2022 - Current 1
Moneta Group Investment Advisors, Inc. St. Louis, MO Feb 2017 - Sep 2022 5
Moneta Group Investment Advisors, Inc. St. Louis, MO Sep 2012 - Jan 2017 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2003
S65 NASAA Investment Advisors Law Examination Jan 2013
Contact Info for Mona L. Gooden
Phone Number: 314-726-2300
Registered State(s):
  • CO
  • IL
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    30,651
    MILLIONS
  • Total Number of Accounts
    37,339
    ACCOUNTS
  • Average Account Value
    $820,895
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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