Alec Victor Roussin
Investment adviser representative at Moneta Group Investment Advisors, LLC
11 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
11 years in the industry.
- Moneta Group Investment Advisors, LLCJan 2026 to now
- Moneta Group Investment Advisors, LLCJan 2024 to Dec 2025
- Moneta Group Investment Advisors, LLCSep 2022 to Dec 2023
- Rsm US LLPOct 2020 to Aug 2022
- UnemployedJan 2020 to Sep 2020
- Quincy UniversityAug 2019 to Dec 2019
- Rsm US LLPJun 2019 to Aug 2019
- Quincy UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- 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
- 8177737
- Firm CRD
- 104727