Conner Daley Harrison
Investment adviser representative at Moneta Group Investment Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$50.5BFirm 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 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, LLCJul 2024 to now
- Marcum LLPNov 2021 to Jun 2024
- Rubinbrown LLPAug 2018 to Oct 2021
- UnemployedJun 2018 to Jul 2018
- St. Louis UniversityAug 2017 to May 2018
- Spring Hill CollegeAug 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7966795
- Firm CRD
- 104727