Unclaimed Profile

Michael David Machnowski

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

SIE, Series 7, Series 31, Series 66CFPClean record6 years registeredMONETA GROUP INVESTMENT ADVISORS, LLC

100 SOUTH BRENTWOOD BLVD., ST. LOUIS, MO 63105CRD# 3235215Firm CRD# 104727

Profile Verification

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

Identity

Michael David Machnowski · ST. LOUIS, MO

Registration

CRD #3235215 · MONETA GROUP INVESTMENT ADVISORS, LLC · 6 years registered

Brand Profile

Not yet started

Career History

MONETA GROUP INVESTMENT ADVISORS, LLC

Feb 2021 – present

THE BERRY GROUP

Feb 2020 – Feb 2021

WORCESTER, MA

THE BERRY GROUP

Oct 2019 – Dec 2019

WORCESTER, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · October 18, 2019

Years registered · 6

Professional designation · CFP

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 Michael David Machnowski offer?

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

What are Michael David Machnowski's credentials?

Michael David Machnowski holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Michael David Machnowski located?

Michael David Machnowski 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 Michael David Machnowski charge for services?

Michael David Machnowski'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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