Unclaimed Profile

Gene Michael Diederich

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

Series 3, Series 7, Series 8, Series 24, Series 63, Series 65Clean record28 years registeredMONETA GROUP INVESTMENT ADVISORS, LLC

100 SOUTH BRENTWOOD BLVD., ST. LOUIS, MO 63105CRD# 1283002Firm CRD# 104727

Profile Verification

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

Identity

Gene Michael Diederich · ST. LOUIS, MO

Registration

CRD #1283002 · MONETA GROUP INVESTMENT ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

MONETA GROUP INVESTMENT ADVISORS, LLC

May 2009 – present

WACHOVIA SECURITIES, LLC

Oct 2007 – Apr 2009

ST. LOUIS, MO

A. G. EDWARDS & SONS, INC.

Dec 1997 – Jan 2008

ST. LOUIS, MO

Registrations & Exams

FINRA examinations passed

Series 3

Series 7

Series 8

Series 24

Series 63

Series 65

Registration record

First registered · December 16, 1997

Years registered · 28

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 Gene Michael Diederich offer?

Gene Michael Diederich specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.

What are Gene Michael Diederich's credentials?

Gene Michael Diederich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gene Michael Diederich located?

Gene Michael Diederich 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 Gene Michael Diederich charge for services?

Gene Michael Diederich'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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