Michael Torney, financial advisor Clayton MO
93 score

Michael Torney

CRD Number: 6390736
Current Firm: Moneta Group Investment Advisors, LLC

Michael Torney (CRD# 6390736) is an Investment Advisor Representative working at Moneta Group Investment Advisors, LLC in Clayton, MO and has over 3 years of experience in the finance industry. Michael Torney 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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Professional Designations
Company Name Location Dates Years
Moneta Group Investment Advisors, LLC Clayton, MO Mar 2017 - Current 1
Buckingham Asset Management, LLC Clayton, MO Jun 2014 - Mar 2017 2
Washington University St. Louis, MO Aug 2010 - May 2014 3
Moneta Group St. Louis, MO Aug 2013 - Dec 2013 < 1
Pitzer Snodgrass St. Louis, MO May 2013 - Jul 2013 < 1
Adam Goffstein St. Louis, MO Dec 2012 - Jun 2013 < 1
Ted Hoffman St. Louis, MO Nov 2012 - Jun 2013 < 1
Fox & Vuylsteke St. Louis, MO Jul 2012 - May 2013 < 1
United States District Court St. Louis, MO May 2012 - Sep 2012 < 1
Office Of The Attorney - Investment Protection Bureau New York, NY Jan 2012 - Apr 2012 < 1
Federal Public Defender St. Louis, MO Sep 2011 - Dec 2011 < 1
Office Of The Attorney General - Tort Litigation Trenton, NJ May 2011 - Aug 2011 < 1
Law Offices Of Edward J Bilinkas Randolph, NJ Aug 2009 - Aug 2010 1
Franklin & Marshall Lancaster, PA Aug 2004 - May 2009 4
Campus Crossings At College Row Lancaster, PA Sep 2007 - Aug 2008 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Michael J. Torney
Phone Number: 314-726-2300
Registered State(s):
  • MO
By the Numbers
  • Total Assets Under Management
    16,195
    MILLIONS
  • Total Number of Accounts
    21,737
    ACCOUNTS
  • Average Account Value
    $745,037
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

AL, AR, AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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