Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth
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

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Location

100 South Brentwood Blvd., St. Louis, MO, 63105

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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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Other Business Activities

Ally is an advisory board member for Affinia Healthcare Foundation, a charitable organization, dedicating minimal time annually. Ally is also the Vice Chair of Membership and a Board Member for Spirit of St. Louis Women's Fund, and will be President Elect and Membership Chair, then President in subsequent years.

Employment History
Current Registrations
Moneta Group Investment Advisors, LLC
February 2024 - Present · 2 yrs
Previous Registrations
UBS Financial Services INC.
August 2020 - February 2024 · 3 yrs 6 mos
UBS Financial Services INC.Broker
August 2020 - February 2024 · 3 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - August 2020 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2017 - August 2020 · 2 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
May 2017 - September 2017 · 4 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.