Michael TorneyCRD 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.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|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|
Total Assets Under Management16,195MILLIONS
Total Number of Accounts21,737ACCOUNTS
Average Account Value$745,037
- 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
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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