TrueAdvisor
TrueAdvisor
GR
GR

Gregory Hayes Reading

Moneta Group Investment Advisors, LLC
9 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
Moneta Group Investment Advisors, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
226 advisors
Number of Clients
8,021 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$42.8B

Fee Structure

Location

155 E. 3rd Street, Moorestown, NJ, 08057

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
September 2025 - Present · 5 mos
Lane Hipple - Wealth Management Group
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Cetera Investment Services LLCBroker
June 2019 - April 2021 · 1 yr 10 mos
Cetera Investment Advisers LLC
June 2019 - April 2021 · 1 yr 10 mos
Foresters Advisory Services, LLC
June 2018 - June 2019 · 1 yr
Foresters Financial Services, INC.Broker
June 2016 - June 2019 · 3 yrs
State Registrations2 states
MONJ
Advisor
Exams
No exam information available for this advisor.