Unclaimed
Richard Gast is a financial advisor with Moneta Group Investment Advisors, LLC, a firm based in St. Louis, Missouri. Richard has over 20 years of experience in the financial services industry. He has a Series 7 and Series 66 license and has been registered with the Securities and Exchange Commission since 2002. Richard is also a member of the Board of Directors of Moneta Real Estate LLC. Richard's areas of expertise include financial planning, portfolio management for businesses and individuals, and pension consulting.
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
01/06/2024 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
05/04/2004 - 07/19/2007
CAMBRIDGE INVESTMENT RESEARCH, INC. (CLAYTON MO)
CT
02/13/2002 - 05/20/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
BOTH
Issued 02/28/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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