Unclaimed Profile

Diane Rene Compardo

MONETA GROUP INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri

Series 7, Series 63, Series 65Clean record22 years registeredMONETA GROUP INVESTMENT ADVISORS, LLC

100 SOUTH BRENTWOOD BLVD., ST. LOUIS, MO 63105CRD# 2838441Firm CRD# 104727

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Diane Rene Compardo · ST. LOUIS, MO

Registration

CRD #2838441 · MONETA GROUP INVESTMENT ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MONETA GROUP INVESTMENT ADVISORS, LLC

Jul 2004 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 27, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MONETA GROUP INVESTMENT ADVISORS, LLC

CRD 104727 · SEC 801-34723

AUM

$37.5B

Regulatory assets under management

Employees

501

40,790 client accounts

Services offered by MONETA GROUP INVESTMENT ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MONETA GROUP INVESTMENT ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Diane Rene Compardo offer?

Diane Rene Compardo specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Diane Rene Compardo's credentials?

Diane Rene Compardo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Diane Rene Compardo located?

Diane Rene Compardo is based in ST. LOUIS, Missouri, working with MONETA GROUP INVESTMENT ADVISORS, LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.

How does Diane Rene Compardo charge for services?

Diane Rene Compardo's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONETA GROUP INVESTMENT ADVISORS, LLC?

MONETA GROUP INVESTMENT ADVISORS, LLC has approximately 501 employees and manages $37.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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