Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
20yrs
Daniel Brown
Financial advisor at Moneta Group Investment Advisors
Daniel Brown has worked in the financial industry for 20 years and is a fiduciary financial advisor based in St. Louis, Missouri. Daniel has been with Moneta Group Investment Advisors since 2026; before that, Daniel spent two years at Stifel, Nicolaus & Company and five years at Wells Fargo Advisors. Daniel holds the CFA designation.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 21% by experience at Moneta Group Investment Advisors
Office100 South Brentwood Blvd, 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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2026 – nowMoneta Group Investment Advisors, LLCCurrent firm
- Nov 2024 – Aug 2026Stifel, Nicolaus & Company, IncorporatedPreviously
- 2016 – 2019Moneta Group Investment Advisors, LLCPreviously
- 2009 – 2014Wells Fargo Clearing Services, LLCPreviously
- 2006 – 2009UBS Financial Services Inc.Previously
Contact Daniel
(314) 726-2300Moneta Group Investment Advisors main office 100 South Brentwood BlvdSt. Louis, MO 63105Office · Get directions Facebook pageMoneta Group Investment Advisors
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Questions to ask Daniel
Tailored to Daniel’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 Daniel
How do I contact Daniel?
Call Moneta Group Investment Advisors at (314) 726-2300 and ask for Daniel Brown. Daniel works from the St. Louis, MO office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2006, about 20 years. Top 21% by experience at Moneta Group Investment Advisors.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
Moneta Group Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel 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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