Carolyn Gerae Bowles
Investment adviser representative at Moneta Group Investment Advisors, LLC
11 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
11 years in the industry.
- Moneta Group Investment Advisors, LLCOct 2025 to now
- Albright Wealth Management, LLCApr 2024 to Oct 2025
- Albright Financial LLCMay 2023 to Apr 2024
- Argent Capital Management LLCMar 2022 to May 2023
- Moneta Group Investment Advisors, LLCNov 2020 to Nov 2022
- Stay At Home MotherMay 2017 to Nov 2020
- Peabody EnergySep 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
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
- 7364006
- Firm CRD
- 104727