Donato Alfredo Moneta
Investment adviser representative at Gotham Asset Management, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$30BFirm 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 assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Gotham Asset Management, LLCAug 2026 to now
- Mariner Wealth AdvisorsDec 2023 to Jul 2026
- Cbiz, Inc.Jan 2022 to Nov 2023
- Marks Paneth LLPOct 2021 to Jan 2022
- Lebenthal Global Advisors, LLCJun 2020 to Dec 2022
- Lebenthal Financial Services, Inc.Oct 2019 to Dec 2022
- Lebenthal Financial Services, Inc.Oct 2018 to Apr 2019
- Adelphi UniversityAug 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (NY).
Gotham Asset Management, LLC
$30BAssets managed
289Clients
5Advisers
17 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
- 7258755
- Firm CRD
- 149335