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Kyle Gray

Moneta Group Investment Advisors, LLC

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About Kyle Gray

Kyle Gray is a financial advisor with Moneta Group Investment Advisors, LLC. Kyle has been in the financial services industry for over 6 years. Kyle is a Certified Financial Planner and holds Series 7, 63 and SIE licenses. Kyle has experience providing financial planning and portfolio management services to individuals, businesses, and charitable organizations.

Firm Information

Kyle Gray 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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Kyle Gray’s Registration & Firm History

MA

07/09/2024 - Present

Moneta Group Investment Advisors, LLC (Worcester MA)

MA

05/18/2021 - 07/03/2024

FIDELITY BROKERAGE SERVICES LLC (CHESTNUT HILL MA)

MA

07/21/2020 - 04/15/2021

MML INVESTORS SERVICES, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 08/18/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/21/2020

Series 7TO - General Securities Representative Examination

BC

Issued 01/14/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kyle Gray.
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