Moneta Group Investment Advisors, LLC
Moneta Group Investment Advisors, LLC (CRD# 104727) is a financial advisory firm headquartered in Saint Louis, MO. They manage $37,481,639,918 in 40,790 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management37,482MILLION
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Total Number of Accounts40,790ACCOUNTS
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Average Account Value$918,893
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
Katherine Parker (CRD# 4821944) 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.
Michael Peek (CRD# 6811899) 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.
Nicolas Perez (CRD# 6124864) 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.
Linda Pietroburgo (CRD# 2376040) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 23 years of experience in the finance industry.
John Quinn (CRD# 5525792) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Worcester, MA and has over 15 years of experience in the finance industry.
Megan Rapplean (CRD# 6307644) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 9 years of experience in the finance industry.
Garrett Reeg (CRD# 6206584) 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.
Ashley Rieser (CRD# 5402722) 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.
Megan Riley (CRD# 3270805) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 24 years of experience in the finance industry.
Matthew Ring (CRD# 4570161) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Saint Louis, MO and has over 21 years of experience in the finance industry.