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Board Member · Moneta Group Investment Advisors, LLC

Patrick J. McGinnis

CRD 4719104 · 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 Patrick J. McGinnis on its Form ADV as Board Member, a control person.

Firms and roles

AtlasMembers

Patrick’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
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2007 (19 years)
Designations
Certified Financial Planner, Chartered Financial Analyst
Exams
Series 63
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Patrick’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
Locked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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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 (7)

  • Keith J. BowlesPresident/chief Operating Officer, Moneta Group Investment Advisors, LLC
  • 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

2 more people named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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