Morgan Stanley
47yrs
Top advisor by experience in Clayton
17yrs
Brian Rongey has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Clayton, Missouri. Brian has been with Smith Moore & Co. since 2026; before that, Brian spent 17 years at Stifel Independent Advisors. Smith Moore & Co. offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 57% of advisors in Missouri
Office7777 Bonhomme Avenue Suite 2400, Clayton, MO 63105
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$530,650
Advisors at the firm45
States licensed ?1 state
Services through Smith Moore & Co.
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Sep 2026 – nowSmith, Moore & Co.Current firm
- 2009 – 2026Stifel Independent Advisors, LLCPreviously
Questions to ask Brian
Tailored to Brian’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brian
How do I contact Brian?
Call Smith Moore & Co. at 314-727-5225 and ask for Brian Rongey. Brian works from the Clayton, MO office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2009, about 17 years. More experience than 57% of advisors in Missouri.
What licenses does Brian hold?
Series 66. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brian paid?
Smith Moore & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Brian 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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