Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
16yrs
Stephen Dolan
Full name on record: Stephen C Dolan
Financial advisor at Moneta Group Investment Advisors
Stephen Dolan is a fiduciary financial advisor in St. Louis, Missouri, with 16 years in the industry. Stephen joined Moneta Group Investment Advisors in 2020, after four years at Mariner and three years at Mariner Wealth Advisors. Stephen holds the CFP® designation.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 73% of advisors at Moneta Group Investment Advisors
Office190 Carondelet Plaza Suite 1200, St. Louis, MO 63105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$5.28 million
Advisors at the firm256
States licensed ?1 state
Services through Moneta Group Investment Advisors
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowMoneta Group Investment Advisors, LLCCurrent firm
- 2015 – 2019MarinerPreviously
- 2015 – 2018Mariner Wealth AdvisorsPreviously
- Jun 2015 – Jul 2015PNC Wealth Management LLCPreviously
- 2010 – 2015Edward JonesPreviously
Contact Stephen
(314) 726-2300Moneta Group Investment Advisors main office 190 Carondelet Plaza Suite 1200St. Louis, MO 63105Office · Get directions Facebook pageMoneta Group Investment Advisors
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Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Stephen
How do I contact Stephen?
Call Moneta Group Investment Advisors at (314) 726-2300 and ask for Stephen Dolan. Stephen works from the St. Louis, MO office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2010, about 16 years. More experience than 73% of advisors at Moneta Group Investment Advisors.
What licenses does Stephen hold?
Series 66. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Moneta Group Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Stephen for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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