Unclaimed
Matthew Luzecky is a financial advisor with over 10 years of experience in the industry. Matthew currently works at Moneta Group Investment Advisors, LLC, based in St. Louis, Missouri. Matthew is a Series 65 licensed Investment Advisor Representative and is registered to provide investment advice in Missouri and Texas. Matthew has previously worked at Hill Investment Group and the Federal Reserve Bank of St. Louis.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MO
01/09/2025 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
IA
Issued 12/12/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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