Matthew Robert Schwarz
Investment adviser representative at Moneta Group Investment Advisors, LLC
13 yearsExperience
1 stateRegistered 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
13 years in the industry.
- Moneta Group Investment Advisors, LLCMay 2021 to now
- Renaissance Financial CorpJun 2020 to Aug 2020
- Securian Financial Services IncJan 2020 to Oct 2020
- SchnucksMay 2019 to Aug 2019
- University of Missouri - ColumbiaAug 2017 to May 2021
- Mariner Wealth AdvisorsJun 2017 to Aug 2017
- Skyzone ChesterfieldFeb 2015 to Jul 2017
- Christian Brothers College High SchoolAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
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
- 7219345
- Firm CRD
- 104727