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Brigid Catherine Andrews

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.

  1. Moneta Group Investment Advisors, LLCJul 2025 to now
  2. Moneta Group Investment Advisors, LLCJul 2021 to Jun 2025
  3. University of TulsaAug 2020 to Jul 2021
  4. Villa Duchesne and Oak Hill SchoolJun 2020 to Aug 2020
  5. University of TulsaAug 2019 to Jun 2020
  6. Old Warson Country ClubJun 2019 to Aug 2019
  7. University of TulsaAug 2018 to Jun 2019
  8. Old Warson Country ClubJun 2018 to Aug 2018
  9. Warson Woods Swim ClubJun 2018 to Aug 2018
  10. University of TulsaAug 2017 to Jun 2018
  11. Villa DuchesneAug 2013 to May 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

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
8152262
Firm CRD
104727
Advisor's SEC record (opens in a new tab)
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