Georgios Timotheos Vanfleet
Investment adviser representative at Moneta Group Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$50.5BFirm assets
37 yearsFirm in business
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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
13 years in the industry.
- Moneta Group Investment Advisors, LLCMay 2024 to now
- Charles SchwabJul 2021 to Apr 2024
- Saint Louis UniversityAug 2019 to Jun 2021
- Butler UniversityAug 2017 to Jul 2019
- Glenwood High SchooolMay 2013 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
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
- 7204703
- Firm CRD
- 104727