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SF
CFP
SF
CFP
Steven Logan Finerty
Moneta Group Investment Advisors, LLC
27 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Tax Planning
Estate Planning
Financial Planning & Coaching
High Net Worth
Moneta Group Investment Advisors, LLC
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)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
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Customer Dispute
February 2004
Settled
Customer Dispute
September 2001
Settled
View Full SEC Report
How to Read Disclosures
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 Registrations
2 states
KS
MO
Advisor
Exams
No exam information available for this advisor.