Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
11yrs
Samriti Dhingra
Financial advisor at Moneta Group Investment Advisors
Samriti Dhingra has worked in the financial industry for 11 years and is a financial advisor based in St. Louis, Missouri. Samriti has been with Moneta Group Investment Advisors since 2015. Samriti holds the CFP® designation.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 57% 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.
None listed.
Career
- 2015 – nowMoneta Group Investment Advisors, LLCCurrent firm
Contact Samriti
(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 Samriti
Tailored to Samriti’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 Samriti
How do I contact Samriti?
Call Moneta Group Investment Advisors at (314) 726-2300 and ask for Samriti Dhingra. Samriti works from the St. Louis, MO office.
How long has Samriti been a financial advisor?
Samriti has been in the industry since 2015, about 11 years. More experience than 57% of advisors at Moneta Group Investment Advisors.
What licenses does Samriti hold?
No exams are listed on the official record.
Is Samriti a fiduciary?
Samriti is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Samriti paid?
Moneta Group Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Samriti 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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