John
Grover

Moneta Group Investment Advisors, LLC

CRD#5961158
Investment Advisor
in Saint Louis, MO

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About this Advisor

John Grover is a financial advisor based out of Saint Louis, Missouri, with a total of 4 years of relevant experience. Grover is an advisor for Moneta Group Investment Advisors, LLC. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, Stifel Nicolaus, Morgan Stanley, Washington University In St. Louis, Morgan Stanley Private Bank, N.A and Moneta Group Investment Advisors, LLC. Grover maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is an advisory firm that has its headquarters in Saint Louis, MO. It has offices in four locations and a total of 460 employees. It manages $31 billion in assets among its 37,339 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% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm performs a broad set of services, such as 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 charged by financial advisors are based on which services the firm provides the client. Fees charged by Moneta Group Investment Advisors, LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

4 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 Blvd.
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

John Grover Work History

John has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Moneta Group Investment Advisors, LLC

2019 - 2019 (< 1 year)

Morgan Stanley

2019 - 2019 (< 1 year)

Morgan Stanley Private Bank, N.A

2016 - 2018 (2 years)

Washington University In St. Louis

2013 - 2013 (< 1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2013 (< 1 year)

Bank Of America, N.A

2013 - 2018 (5 years)

Stifel Nicolaus

*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 Grover 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

John Armstrong
Saint Louis, MO
William Akins
Saint Louis, MO
Erin Hadary
Saint Louis, MO
Ryan Matteo
Saint Louis, MO
Anthony Dorn
Saint Louis, MO
Jerry West
Saint Louis, MO
Mark Conrad
Saint Louis, MO
Megan Rapplean
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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