Moneta Group Investment Advisors, LLC

Moneta Group Investment Advisors, LLC (CRD# 104727) is a financial advisory firm headquartered in Saint Louis, MO. They manage $32,888,762,887 in 33,261 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    32,889
    MILLION
  • Total Number of Accounts
    33,261
    ACCOUNTS
  • Average Account Value
    $988,809
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
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.

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

Financial Advisors at Moneta Group Investment Advisors, LLC
Showing 1 - 10 of 170 top financial advisors.
1
Zachary H. Han
CRD#: 5259774
100 South Brentwood Blvd., Saint Louis, MO 63105

Zachary Han (CRD# 5259774) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in St. Louis, MO and has 14 years of experience in the finance industry. Zachary Han 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Anthony L. Aiazzi
CRD#: 6429310
100 South Brentwood Blvd., Saint Louis, MO 63105

Anthony Aiazzi (CRD# 6429310) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has 1 year of experience in the finance industry. Anthony Aiazzi 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 P. Akins
CRD#: 4452102
100 South Brentwood Blvd., Saint Louis, MO 63105

William Akins (CRD# 4452102) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 18 years of experience in the finance industry. William Akins 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
Jacob D. Allaman
CRD#: 6942636
100 South Brentwood Blvd., Saint Louis, MO 63105

Jacob Allaman (CRD# 6942636) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has 1 year of experience in the finance industry. Jacob Allaman 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
Nicole L. Bailey
CRD#: 5835678
100 South Brentwood Blvd., Saint Louis, MO 63105

Nicole Bailey (CRD# 5835678) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 11 years of experience in the finance industry. Nicole Bailey 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
Michelle R. Beattie
CRD#: 6607282
100 South Brentwood Blvd., Saint Louis, MO 63105

Michelle Beattie (CRD# 6607282) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 6 years of experience in the finance industry.

7
Lisa R. Bedell
CRD#: 7049862
100 South Brentwood Blvd., Saint Louis, MO 63105

Lisa Bedell (CRD# 7049862) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 3 years of experience in the finance industry.

8
Sarah G. Berry
CRD#: 859937
100 South Brentwood Blvd., Saint Louis, MO 63105

Sarah Berry (CRD# 859937) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 41 years of experience in the finance industry.

9
James T. Blair
CRD#: 1437369
100 S Brentwood Blvd, Saint Louis, MO 63105

James Blair (CRD# 1437369) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 33 years of experience in the finance industry. James Blair 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.

10
Kristi Borglum
CRD#: 6393927
100 South Brentwood Blvd., Saint Louis, MO 63105

Kristi Borglum (CRD# 6393927) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry. Kristi Borglum 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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