Trent M Grass
Investment adviser representative at Moneta Group Investment Advisors, LLC
13 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
13 years in the industry.
- Moneta Group Investment Advisors, LLCJan 2026 to now
- Raymond James & Associates, Inc.Sep 2024 to Jan 2026
- Cetera Investment Advisers LLCMar 2024 to Aug 2024
- Cetera Advisor Networks LLCAug 2023 to Aug 2024
- Renaissance FinancialJun 2023 to Aug 2023
- Tyson Foods Inc.Aug 2022 to May 2024
- Enterprise Fleet ManagementMay 2021 to Jul 2022
- University of ArkansasAug 2020 to May 2021
- Forest Hills Country ClubSep 2019 to Aug 2020
- Unique Pool ManagementMay 2019 to Jul 2020
- Marcus TheatersMay 2018 to Aug 2019
- UnemployedMay 2013 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7714262
- Firm CRD
- 104727