Krilogy Financial LLC

Krilogy Financial LLC (CRD# 149046) is a financial advisory firm headquartered in Saint Louis, MO. They manage $918,608,080 in 4,373 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    919
    MILLION
  • Total Number of Accounts
    4,373
    ACCOUNTS
  • Average Account Value
    $210,064
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, IA, IL, IN, KS, KY, MN, MO, NC, NE, NH, NJ, NY, OH, OR, SC, TN, TX, VA, WA

Financial Advisors at Krilogy Financial LLC
Showing 1 - 10 of 31 top financial advisors.
1
Michael G. Disalvo
CRD#: 5702935
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
96
Wealthminder
score

Michael Disalvo (CRD# 5702935) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 8 years of experience in the finance industry. Michael Disalvo 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.

2
Nathan S. Holt
CRD#: 5808141
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
96
Wealthminder
score

Nathan Holt (CRD# 5808141) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 7 years of experience in the finance industry. Nathan Holt 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.

3
William J. Pohrer
CRD#: 3172927
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
96
Wealthminder
score

William Pohrer (CRD# 3172927) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 19 years of experience in the finance industry. William Pohrer 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.

4
Andrew M. Shenberg
CRD#: 4656537
Chesterfield, MO
96
Wealthminder
score

Andrew Shenberg (CRD# 4656537) is an Investment Advisor Representative working at Krilogy Financial LLC in Chesterfield, MO and has over 14 years of experience in the finance industry. Andrew Shenberg 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.

5
Helen D. Sher
CRD#: 1549641
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
96
Wealthminder
score

Helen Sher (CRD# 1549641) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 31 years of experience in the finance industry. Helen Sher 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.

6
Elizabeth F. Connelly
CRD#: 5052943
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

Elizabeth Connelly (CRD# 5052943) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.

7
Byron P. Gabriel
CRD#: 1262941
3622 Lyckan Parkway, Ste. 3004-b, Durham, NC 27707
93
Wealthminder
score

Byron Gabriel (CRD# 1262941) is an Investment Advisor Representative working at Krilogy Financial LLC in Durham, NC and has over 6 years of experience in the finance industry.

8
Jeffrey A. Hercules
CRD#: 2611717
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

Jeffrey Hercules (CRD# 2611717) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 22 years of experience in the finance industry.

9
Thomas J. Lewis
CRD#: 5951077
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

Thomas Lewis (CRD# 5951077) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

10
John M. McArthur
CRD#: 4389397
600 Emerson Road, Ste. 110, Saint Louis, MO 63141
93
Wealthminder
score

John McArthur (CRD# 4389397) is an Investment Advisor Representative working at Krilogy Financial LLC in Saint Louis, MO and has over 16 years of experience in the finance industry.

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