William Blair & Company
47yrs
Top advisor by experience in Illinois
5yrs
Conor Eagan
Financial advisor at Moneta Group Investment Advisors
Based in Chicago, Illinois, Conor Eagan is a financial advisor with 5 years of industry experience. Conor has been with Moneta Group Investment Advisors since 2021. Conor holds the CFP® designation.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office10 S. Wacker Dr Suite 2975, Chicago, IL 60606
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
- 2021 – nowMoneta Group Investment Advisors, LLCCurrent firm
Contact Conor
10 S. Wacker Dr Suite 2975Chicago, IL 60606Office · Get directions Firm main line(314) 726-2300Headquarters: Moneta Group Investment Advisors · St. Louis, MO Facebook pageMoneta Group Investment Advisors
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Questions to ask Conor
Tailored to Conor’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Conor
How do I contact Conor?
Call Moneta Group Investment Advisors at (314) 726-2300 and ask for Conor Eagan. Conor works from the Chicago, IL office.
How long has Conor been a financial advisor?
Conor has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Conor hold?
No exams are listed on the official record.
Is Conor a fiduciary?
Conor is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Conor paid?
Moneta Group Investment Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Conor 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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