Patrick Higgins
Investment adviser representative at Moneta Group Investment Advisors, LLC
11 yearsExperience
1 stateRegistered in
CFADesignation
$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
11 years in the industry.
- Moneta Group Investment Advisors, LLCMar 2026 to now
- StifelAug 2022 to Mar 2026
- Buckingham Wealth PartnersOct 2019 to Aug 2022
- Edward JonesMay 2019 to Aug 2019
- Shaffer & AssociatesFeb 2018 to Apr 2019
- Enterprise HoldingsMay 2017 to Aug 2017
- University of Missouri - ColumbiaAug 2015 to May 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7100400
- Firm CRD
- 104727