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Linda Kay Pietroburgo

Investment adviser representative at Moneta Group Investment Advisors, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$50.5BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

21 years in the industry.

  1. Moneta Group, LLCJan 2005 to now
  2. Moneta Group Investment Advisors, LLCJul 2002 to now

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 2 states (KS, MO).

Moneta Group Investment Advisors, LLC

$50.5BAssets managed
9,163Clients
254Advisers
37 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2376040
Firm CRD
104727
Advisor's SEC record (opens in a new tab)
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