Samriti
Dhingra
Moneta Group Investment Advisors, LLC
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About this Advisor
Samriti Dhingra is a certified financial planner working out of Saint Louis, Missouri, with 8 years of relevant experience. Dhingra is an employee of Moneta Group Investment Advisors, LLC. Over the course of their career, Dhingra has held roles at Moneta Group LLC. Dhingra can operate in Arizona, Colorado, Kansas and Missouri. Moneta Group Investment Advisors, LLC is a financial advisory company that has its headquarters in Saint Louis, MO. The company has offices in four locations and a total of 460 financial advisors. It has $31 billion in assets among its 37,339 accounts, making it one of the largest firms in the United States 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 investors who have more than $1 million in assets. The advisory firm offers 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 usually vary depending on which services the firm provides the client. Fees charged by Moneta Group Investment Advisors, LLC most likely are comprised 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
Samriti Dhingra Work History
Samriti has been registered as a financial advisor for 8 years.*
Moneta Group LLC
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 Samriti Dhingra 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.
