Anna Abigail Brown
Investment adviser representative at Moneta Group Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
$50.5BFirm assets
37 yearsFirm in business
Are you Anna Abigail Brown? Claim your profile
Contact this firm
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, LLCSep 2026 to now
- Moneta Group Investment Advisors, LLCJan 2025 to Aug 2026
- Fidelity InvestmentsJun 2021 to Dec 2024
- The Jaspen CorporationDec 2020 to May 2021
- University of Redlands Department of EconomicsSep 2020 to Apr 2021
- Employment Development DepartmentMay 2020 to Nov 2020
- Honduras Child AllianceMay 2020 to Oct 2020
- University of RedlandsSep 2017 to Apr 2021
- University of Redlands Fitness CenterSep 2017 to Apr 2020
- Perry's Italian CafeApr 2017 to Aug 2019
- The Bishop JewelersMay 2015 to Jan 2020
- Bishop Union High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
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
- 7403251
- Firm CRD
- 104727