Megan
Kanter
Moneta Group Investment Advisors, LLC
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About this Advisor
Megan Kanter is a certified financial planner who works in Denver, Colorado, with a total of 4 years of relevant experience. Kanter is an advisor for Moneta Group Investment Advisors, LLC. Kanter has gained experience at Eaton Vance Distributors, Inc, Eaton Vance Management, Personal Capital, The Wealth Conservancy, Inc, Barkpak LLC and Moneta Group Investment Advisors, LLC. Kanter holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is a financial advisory business based in Saint Louis, MO. The investment advisory business has offices in four locations and a total of 460 financial advisors. It oversees $31 billion in assets between its 37,339 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 65 charities and foundations. Of its 37,339 customer accounts, 59% belong to high-net-worth clients who have more than $1 million in assets available to invest. Moneta Group Investment Advisors, LLC performs a diverse array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial management fee schedules typically vary depending on which service is offered. Fees billed by Moneta Group Investment Advisors, LLC can include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moneta Group Investment Advisors, LLC Brokerage Details
$30,651,380,206
460
37,339
$820,895
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Megan Kanter Work History
Megan has been registered as a financial advisor for 4 years.*
Moneta Group Investment Advisors, LLC
Barkpak LLC
The Wealth Conservancy, Inc
Personal Capital
Eaton Vance Management
Eaton Vance Distributors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Megan Kanter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moneta Group Investment Advisors, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
