Michelle Beattie, financial advisor Saint Louis MO

Michelle Beattie

CRD Number: 6607282
Current Firm: Moneta Group Investment Advisors, LLC

Michelle Beattie (CRD# 6607282) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 8 years of experience in the finance industry.

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Moneta Group Investment Advisors, LLC
Company Name Location Dates Years
Moneta Group LLC Clayton, MO Oct 2015 - Current 8
Homemaker Lake St Louis, MO Aug 2012 - Oct 2015 3
Homemaker Lake St Louis, MO Jan 2004 - Oct 2015 11
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2016
Contact Info for Michelle R. Beattie
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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