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Nicolas Christian Perez

Moneta Group Investment Advisors, LLC

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About Nicolas Christian Perez

Nicolas Christian Perez is an Investment Advisor Representative for Moneta Group Investment Advisors, LLC. Nicolas has been in the industry since December 2011. Nicolas is registered with the states of Colorado, Kansas, and Missouri, with a Series 65 license. Nicolas is also a Certified Financial Planner. Nicolas has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Nicolas provides financial planning, educational seminars, portfolio management, and selection of other advisors.

Firm Information

Nicolas Perez 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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Nicolas Perez’s Registration & Firm History

MO

03/01/2013 - Present

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

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Licenses & Designations

IA

Issued 02/28/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Nicolas Christian Perez.
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