Financial ADVSR advisor directory · SEC adviser records
Moneta Group Investment Advisors, LLC financial advisors in Colorado
Every SEC-registered investment adviser representative at a Moneta Group Investment Advisors, LLC office in Colorado, by city and A to Z.
The short answer
10 registered advisors work at Moneta Group Investment Advisors, LLC in Colorado, out of 220 nationwide; it's the firm's number 2 state by advisors, and the most are in Denver (8). 8 list the CFP designation and 0 are also registered broker representatives.
Moneta Group Investment Advisors, LLC advisors by city in Colorado
Every firm in Colorado →Moneta Group Investment Advisors, LLC advisors in Colorado, A to Z
Search by name →- Traci J. BrysonDenver
- Derek S. CheshireDenver · Certified Financial Planner
- Erin L. HadaryDever · Certified Financial Planner
- Megan E. KanterDenver · Certified Financial Planner
- Rafe D. KinderDenver · Certified Financial Planner
- Jennifer A. LitsasDenver · Certified Financial Planner
- Tina M. RogersDenver
- Jason W. SandryDenver · Certified Financial Planner
- Michael S. WalshBoulder · Certified Financial Planner
- Lauren S. YoungDenver · Certified Financial Planner
Moneta Group Investment Advisors, LLC advisors in every state →Moneta Group Investment Advisors, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Moneta Group Investment Advisors, LLC in other states
Questions
How many Moneta Group Investment Advisors, LLC financial advisors are in Colorado?
10 investment adviser representatives are registered at Moneta Group Investment Advisors, LLC offices in Colorado, according to the SEC's Investment Adviser Public Disclosure records, out of 220 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Colorado does Moneta Group Investment Advisors, LLC have the most advisors?
Denver, with 8, then Boulder (1). Moneta Group Investment Advisors, LLC has advisors in 3 cities in Colorado.
How do I check a Moneta Group Investment Advisors, LLC advisor in Colorado?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Moneta Group Investment Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.