Patrick Owen Enright
Investment adviser representative at Moneta Group Investment Advisors, LLC
10 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
10 years in the industry.
- Moneta Group Investment Advisors, LLCApr 2026 to now
- Moneta Group Investment Advisors, LLCJan 2024 to Mar 2026
- Moneta Group Investment Advisors, LLCAug 2020 to Dec 2023
- Bbr Partners LLCJun 2018 to Aug 2020
- Ss&c GlobeopFeb 2017 to May 2018
- AxialAug 2016 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7804533
- Firm CRD
- 104727