Parshad K. Singh

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CRD#: 5060945

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Parshad Kirpal Singh, CFP®, CIMA® was a registered financial professional .

Parshad is a previously registered financial professional and started their career in finance in 2007. Parshad had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

What are your service offerings?

Comprehensive Financial Planni...

Employee and Employer Plan Ben...

Estate Planning

Investment Planning

Insurance Planning

Socially Responsible Investing

Social Security Planning

Education Planning

Retirement Planning

Tax Planning

What is your minimum asset requirement?

100K

Are you a "fiduciary"?

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1. Parshad Singh is a licensed insurance agent with the states of CO, AZ, UT, FL, CA, TX, and WA; investment-related; start date: June 1, 2008; 0hrs/month; insurance producer.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

CRD#: 6413

DENVER, CO

Past

August 20, 2008 - May 19, 2014

EDWARD JONES

RIA

CRD#: 250

FT COLLINS, CO

Past

June 19, 2008 - May 19, 2014

EDWARD JONES

CRD#: 250

FT COLLINS, CO

Past

December 17, 2007 - June 23, 2008

JANUS HENDERSON DISTRIBUTORS US LLC

CRD#: 28832

DENVER, CO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MONETA GROUP INVESTMENT ADVISORS, LLC

MONETA GROUP | MONETA GROUP INVESTMENT ADVISORS, LLC | MONETA GROUP INVESTMENT ADVISORS INC

CRD#: 104727 / SEC#: 801-34723

RIA

Registered Investment Advisory firm - (6/30/1989 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/14/2019

General Securities Principal Examination

Current Firm

MONETA GROUP INVESTMENT ADVISORS, LLC

MONETA GROUP | MONETA GROUP INVESTMENT ADVISORS, LLC | MONETA GROUP INVESTMENT ADVISORS INC

CRD#: 104727 / SEC#: 801-34723

RIA

Registered Investment Advisory firm - (6/30/1989 Approved)

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Contact information

Main Address

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105

Mailing Address

Phone number

(314) 726-2300

Established

Firm type

Fiscal year end

# of Employees

538

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MONETA GROUP INVESTMENT ADVISORS, LLC ADV BROCHURE 2025 (11/26/2025)

Regulatory assets under management

Total Number of Accounts	44,504
AUM (Assets Under Management)	$ 42,795,577,115

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/09/2024	Cover Page	Report
11/20/2023	Cover Page	Report
01/03/2023	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Parshad K. Singh

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

MERCER GLOBAL ADVISORS INC.

SINGH ADVISORY, LLC

FINANCIAL STEWARD ASSOCIATES, LLC

LPL FINANCIAL LLC

LPL FINANCIAL LLC

EDWARD JONES

EDWARD JONES

JANUS HENDERSON DISTRIBUTORS US LLC

Primary Firm SEC Registration

MONETA GROUP INVESTMENT ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/14/2008

Series 63

Date: 3/3/2008

SIE

Date: 10/1/2018

Series 7

Date: 7/31/2008

Series 6

Date: 12/14/2007

Series 24

Date: 3/14/2019

Current Firm

MONETA GROUP INVESTMENT ADVISORS, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MONETA GROUP INVESTMENT ADVISORS, LLC

TRUST BUT VERIFY

Contact information

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