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Philip Richard Schwab

Moneta Group Investment Advisors, LLC

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About Philip Richard Schwab

Philip Richard Schwab, JR. is a financial advisor at Moneta Group Investment Advisors, LLC. Philip Schwab has over 13 years of experience in the financial services industry. Before joining Moneta Group Investment Advisors, LLC, Philip Schwab worked at EDWARD JONES. Philip Schwab is licensed in Kansas and Missouri. Philip Schwab's specializations include Portfolio Management for Individuals, Portfolio Management for Businesses, and Portfolio Management for Pooled Investment Vehicles.

Firm Information

Philip Schwab 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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Philip Schwab’s Registration & Firm History

MO

03/08/2019 - Present

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

MO

08/12/2009 - 02/28/2019

EDWARD JONES (ST. LOUIS MO)

MO

05/13/2008 - 04/02/2009

NATCITY INVESTMENTS, INC. (WEBSTER GROVES MO)

MO

08/04/2006 - 04/10/2008

EDWARD JONES (BRENTWOOD MO)

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Licenses & Designations

BOTH

Issued 04/19/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/11/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Philip Richard Schwab.
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