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Aoifinn Claire Devitt

Moneta Group Investment Advisors, LLC

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About Aoifinn Claire Devitt

Aoifinn Claire Devitt is a financial advisor at Moneta Group Investment Advisors, LLC. Aoifinn has been in the financial services industry since 2000. Aoifinn specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, and businesses. Aoifinn is a Certified Financial Planner™ professional and has a Series 7 and Series 65 license. Aoifinn is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Aoifinn Devitt is currently registered with Moneta Group Investment Advisors, LLC. Moneta Group Investment Advisors, LLC is a St. Louis, MO-based investment advisor with over $37 billion in regulatory assets under management. The firm provides financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, individuals, and pooled investment vehicles. They serve a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and individuals other than high-net-worth.
Moneta Group Investment Advisors, LLC

100 SOUTH BRENTWOOD BLVD.

ST. LOUIS, MO 63105

$37.48B

Assets Under Management

348

Total Clients

197

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Aoifinn Devitt’s Registration & Firm History

MO

11/15/2021 - Present

Moneta Group Investment Advisors, LLC (ST. LOUIS MO)

NY

09/11/2000 - 05/17/2002

GOLDMAN, SACHS & CO. (NEW YORK NY)

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Licenses & Designations

IA

Issued 11/15/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/01/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Aoifinn Claire Devitt.
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