AdvisorOS Directory
Claim Profile
JS

Joseph Coleman Sheehan

MONETA GROUP INVESTMENT ADVISORS, LLC·ST. LOUIS, Missouri
Unclaimed Profile
100 SOUTH BRENTWOOD BLVD., ST. LOUIS, MO 63105CRD# 5829853Firm CRD# 104727
01

About

Joseph Coleman Sheehan is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with MONETA GROUP INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MONETA GROUP INVESTMENT ADVISORS, LLC
MONETA GROUP INVESTMENT ADVISORS, LLC
AUM
$37.5B
Regulatory assets under management
Employees
501
Total firm employees
View all advisors at MONETA GROUP INVESTMENT ADVISORS, LLC →
Services
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5829853
Firm CRD# 104727
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in ST. LOUIS?

Browse all registered financial advisors in ST. LOUIS, Missouri or claim this profile if it's yours.

Browse ST. LOUIS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Joseph Coleman Sheehan offer?
Joseph Coleman Sheehan specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Joseph Coleman Sheehan's credentials?
Joseph Coleman Sheehan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Coleman Sheehan located?
Joseph Coleman Sheehan 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 Joseph Coleman Sheehan charge for services?
Joseph Coleman Sheehan'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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in ST. LOUIS
Kelly Ann Richert — CLAYTON FINANCIAL GROUP, LLCTimothy Gerard Crowley — NLHMC III, LLCRichard Elias — WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCRichard David Link — EDWARD D. JONES & CO., L.P.Harold Rockwell Kroeger — TOWERHILL WEALTH MANAGEMENT, LLC
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile