SF
CFP
SF
CFP

Steven Logan Finerty

27 Years of Experience
2 Disclosures
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B

Fee Structure

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Location

100 South Brentwood Blvd, St. Louis, MO, 63105

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History

Regulatory History (2)
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Customer Dispute
February 2004
Settled
Customer Dispute
September 2001
Settled
Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
February 2003 - Present · 23 yrs
Argent Capital Management LLC
November 1998 - Present · 27 yrs 3 mos
State Registrations2 states
KSMO
Advisor
Exams
No exam information available for this advisor.