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).

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
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.

TX

Financial Advisors at Moneta Investment Consulting Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Carolyn E. Cosgriff
CRD#: 4362035
Plano, TX
90
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.

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