David
Sadler

Moneta Group Investment Advisors, LLC

CRD#2398312
Investment Advisor
in Saint Louis, MO

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About this Advisor

David Sadler is a certified financial planner and personal financial specialist who works in Saint Louis, Missouri with 21 years of relevant experience. Sadler is on the advisory team at Moneta Group Investment Advisors, LLC. During their career, the advisor has held roles at Moneta Group, LLC and Moneta Group Investment Advisors, LLC. Sadler maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is a financial advisory business that has its headquarters in Saint Louis, MO. The company has offices in four locations and a total of 460 people on staff. It manages $31 billion in assets across its 37,339 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 65 charities and foundations. Of its 37,339 client accounts, 59% are associated with high-net-worth investors who have at least $1 million in assets. Moneta Group Investment Advisors, LLC performs 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. Fees for financial advice typically are based on which services are provided. Fee types billed by Moneta Group Investment Advisors, LLC can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Personal Financial Specialist

Years Registered*

21 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

100 South Brentwood Bvd
Saint Louis, MO 63105

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Moneta Group Investment Advisors, LLC Brokerage Details

Total Assets Under Management

$30,651,380,206

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

460

MO Average: 458
Total Number of Accounts

37,339

MO Average: 33,415
Average Account Size

$820,895

MO 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

David Sadler Work History

David has been registered as a financial advisor for 21 years.*

2005 - Present (19 years)

Moneta Group, LLC

2005 - Present (19 years)

Moneta Group Investment 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 David Sadler 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

Ryan Matteo
Saint Louis, MO
Derek Wilton
Saint Louis, MO
Robert Swieterman
Saint Louis, MO
Jerry West
Saint Louis, MO
Megan Rapplean
Saint Louis, MO
John Grover
Saint Louis, MO
Cynthia Kirkpatrick
Saint Louis, MO
Oliver Cragan
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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