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President/chief Operating Officer · Moneta Group Investment Advisors, LLC

Keith J. Bowles

CRD 2966021 · Named on Form ADV at one SEC-registered adviser

At a glance

Moneta Group Investment Advisors, LLC, an SEC-registered wealth manager based in St. Louis, MO with $50.5 billion in regulatory assets, lists Keith J. Bowles on its Form ADV as President/chief Operating Officer, a control person.

Firms and roles

AtlasMembers

Keith’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Eric M. KittnerCEO & Board Chair, Moneta Group Investment Advisors, LLC
  • Adam C. KrugerChief Compliance Officer, Moneta Group Investment Advisors, LLC
  • Andrew K. KelsenChief Investment Officer, Moneta Group Investment Advisors, LLC
  • Amanda C. BarraleChief Platform Officer, Moneta Group Investment Advisors, LLC
  • Dan G. ShermanChief Technology Officer, Moneta Group Investment Advisors, LLC

1 more person named with Keith on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Keith’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.