Visionary Wealth Advisors
47yrs
Top advisor by experience at Visionary Wealth Advisors
3yrs
Patrick Higgins
Financial advisor at Moneta Group Investment Advisors
Based in St. Louis, Missouri, Patrick Higgins is a fiduciary financial advisor with 3 years of industry experience. Patrick has been with Moneta Group Investment Advisors since 2026; before that, Patrick spent three years at Stifel, Nicolaus & Company. Patrick holds the CFA designation.
One of 5661 advisors with offices in St. Louis, and one of 5231 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
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
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2026 – nowMoneta Group Investment Advisors, LLCCurrent firm
- 2023 – 2026Stifel, Nicolaus & Company, IncorporatedPreviously
Contact Patrick
(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 Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call Moneta Group Investment Advisors at (314) 726-2300 and ask for Patrick Higgins. Patrick works from the St. Louis, MO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Moneta Group Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick 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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