Matthew Schaller, financial advisor Saint Louis MO

Matthew Schaller

CRD Number: 5594715
Current Firm: Moneta Group Investment Advisors, LLC

Matthew Schaller (CRD# 5594715) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 15 years of experience in the finance industry. Matthew Schaller 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.

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Professional Designations
Company Name Location Dates Years
Moneta Group Investment Advisors, LLC Clayton, MO Jun 2019 - Current 4
Paradigm Financial Advisors Des Peres, MO Jun 2017 - Jun 2019 2
Paradigm Financial Advisors Des Peres, MO Aug 2015 - Jun 2017 1
Paradigm Financial Advisors Des Peres, MO Mar 2012 - Aug 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
Contact Info for Matthew R. Schaller
Phone Number: 314-726-2300
Registered State(s):
  • CO
  • 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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