John
Quinn

Moneta Group Investment Advisors, LLC

CRD#5525792
Investment Advisor
in Worcester, MA

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About this Advisor

John Quinn is a chartered financial analyst working out of Worcester, Massachusetts with 2 years of relevant experience. Quinn works at Moneta Group Investment Advisors, LLC. Over the course of their career, Quinn has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC and Moneta Group Investment Advisors, LLC. Quinn has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Illinois, Kansas, Massachusetts and Missouri. Moneta Group Investment Advisors, LLC is a company based out of Saint Louis, MO. The investment advisory business has offices in four locations and a total of 460 people on staff. It oversees $31 billion in total assets across its 37,339 accounts, making it one of the biggest firms in the nation by assets under management. The firm provides services to 65 charities and foundations. Of its 37,339 client accounts, 59% are held by high-net-worth clients who have at least $1 million in assets. The advisory firm offers a number 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 usually vary depending on which services are offered. However, fee types charged by Moneta Group Investment Advisors, LLC likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Analyst

Years Registered*

2 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1 Mercantile , Suite 750
Worcester, MA 01608

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Moneta Group Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$30,651,380,206

MA Average: $11,469,110,461
Total Number of Employees

460

MA Average: 458
Total Number of Accounts

37,339

MA Average: 33,415
Average Account Size

$820,895

MA Average: $343,232

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

John Quinn Work History

John has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Moneta Group Investment Advisors, LLC

2016 - 2021 (5 years)

Wells Fargo Clearing Services, LLC

2010 - 2016 (6 years)

Wells Fargo Advisors LLC

*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 John Quinn 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

William Akins
Saint Louis, MO
Oliver Cragan
Saint Louis, MO
Ryan Matteo
Saint Louis, MO
John Armstrong
Saint Louis, MO
Anthony Dorn
Saint Louis, MO
John Grover
Saint Louis, MO
Erin Hadary
Saint Louis, MO
Jerry West
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.

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