Moneta Investment Consulting Inc.

Moneta Investment Consulting Inc. (CRD# 106116) is a financial advisory firm headquartered in Plano, TX. They serve the financial needs of clients across 1 states (or territories).

Current Firm Details

1900 Preston Road, Suite 267-304, Plano, TX 75093

http://www.monetaic.com

By the Numbers

Total Assets Under Management

0

MILLION
Total Number of Accounts

0

ACCOUNTS
Average Account Value

$0

Compensation Options

Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Pension consulting services

Types of Clients

Registered States

Registered Investment Advisor

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.

Financial Advisors at Moneta Investment Consulting Inc.

Showing 1 - 1 of 1 top financial advisors.

Carolyn E. Cosgriff

CRD#: 4362035

Plano, TX

Wealthminder

score

Carolyn Cosgriff (CRD# 4362035) is an Investment Advisor Representative working at Moneta Investment Consulting Inc. in Plano, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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