Matthew Robert Foster
Investment adviser representative at Moneta Group Investment Advisors, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- Moneta Group Investment Advisors, LLCMay 2026 to now
- Innovest Portfolio SolutionsJan 2023 to May 2026
- Charles Schwab & Co., Inc.Mar 2021 to Jan 2023
- Innovest Portfolio SolutionsAug 2020 to Mar 2021
- Beyer LandscapeMay 2020 to Aug 2020
- SnoozeSep 2019 to Dec 2019
- Hacienda ColoradoNov 2018 to Jan 2019
- Regis UniversityJan 2018 to Dec 2020
- University of ColoradoMay 2016 to Dec 2018
- Valley Country ClubMay 2015 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (CO, 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
- 7236358
- Firm CRD
- 104727