Gregory Hayes Reading
Investment adviser representative at Moneta Group Investment Advisors, LLC
10 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
10 years in the industry.
- Moneta Group Investment Advisors, LLCAug 2025 to now
- Lane Hipple Wealth Management GroupApr 2021 to now
- Cetera Investment Advisers LLCJun 2019 to Apr 2021
- Cetera Investment Services LLCJun 2019 to Apr 2021
- Foresters Advisory ServicesJun 2018 to Jun 2019
- Foresters Financial ServicesMay 2016 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (MO, NJ).
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
- 6065362
- Firm CRD
- 104727