Nicolas
Perez

Moneta Group Investment Advisors, LLC

CRD#6124864
Investment Advisor
in Saint Louis, MO

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About this Advisor

Nicolas Perez is a certified financial planner operating in Saint Louis, Missouri, who has 10 years of relevant experience. Perez is an employee of Moneta Group Investment Advisors, LLC. Over the course of their career, Perez has held roles at Moneta Group LLC and Moneta Group Investment Advisors, LLC. Perez maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to work in Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is a company based in Saint Louis, MO. It has offices in four locations and a total of 460 financial advisors. It administers $31 billion in assets under management across its 37,339 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 65 charitable organizations. Of its 37,339 accounts, 59% are held by high-net-worth individuals who have greater than $1 million in investable assets. The company performs a number 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 vary depending on which services are provided. Fee types charged by Moneta Group Investment Advisors, LLC can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

10 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

Nicolas Perez Work History

Nicolas has been registered as a financial advisor for 10 years.*

2022 - Present (2 years)

Moneta Group Investment Advisors, LLC

2015 - 2022 (7 years)

Moneta Group Investment Advisors, LLC

2011 - 2015 (4 years)

Moneta Group 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 Nicolas Perez 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

Cynthia Kirkpatrick
Saint Louis, MO
Robert Swieterman
Saint Louis, MO
Megan Rapplean
Saint Louis, MO
Derek Wilton
Saint Louis, MO
Jerry West
Saint Louis, MO
Erin Hadary
Saint Louis, MO
Ryan Matteo
Saint Louis, MO
Kyle Luetters
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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