PM
Patrick W. Monahan
KRILOGY
St. Louis, MO 63141
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CRD#: 5839545
PM
Professional summary
Patrick W Monahan, AIF® is a registered financial advisor currently at KRILOGY located in St. Louis, Missouri and SAXONY SECURITIES, INC. located in St. Louis, Missouri.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Patrick has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
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) Krilogy Financial, LLC, DBA for investment related activity 2) VARIOUS INSURANCE COMPANIES (OBA) FOR INVESTMENT RELATED BUSINESS; 275 N. LINDBERGH, SUITE 20, ST LOUIS, MO 63141; NON VARIABLE INSURANCE SALES; INSURANCE AGENT; BEGAN 5-1-11; 1-160 HRS/MO; INSURANCE POLICY SALES 3) Krilogy Financial, LLC (OBA), investment related, 275 N. Lindbergh, Suite 20, St Louis, MO 63141; Investment Advisory Business,Financial Advisor, Began 1-5-2011; 160 HRS/MO; conduct advisory business through RIA. 4) Monahan Advisory Services, LLC, investment related, 575 Ballas Park Dr. Louis, MO 63122, 1% ownership interest in Krilogy Tax Services, LLC., Krilogy Financial, LLC., Krilogy Capital Management Partners, LLC., Krilogy Capital Management, LLC., Krilogy Capital Management Partners II, LLC., and Krilogy Capital Management II, LLC., owner, started on October 24th, 2016, 0 hours per month during trading & non-trading hours, LLC formed to receive payments from stated ownership interest. 5) Krilogy Capital Management Partners LLC., investment related, 3622 Lyckan Pkwy Ste 3004-B Durham, NC 27707, General Partner for KCM Tax-Advantaged Total Return Bond Fund, LP, general partner, Started on September 9, 2017, 8 hours per month, 5 hours per month during trading hours, Ownership interest. 6) Krilogy Capital Management LLC, investment related, 3622 Lyckan Pkwy Ste 3004-B Durham, NC 27707, Investment Manager for KCM Tax-Advantaged Total Return Bond Fund, LP, Owner, Started on September 9, 2017, 0 hours per month, 0 hours per month during trading hours, Ownership interest. 7) Krilogy Tax Services, LLC., non-investment related, 275 N. Lindbergh, Suite 20, St. Louis, MO 63141, tax preparation services, Owner, Started on January 12, 2018, 5 hours per month during non-trading hours, ownership interest in new subsidiary of Krilogy, LLC. 8)Krilogy Capital Management Partners II LLC., investment related, 275 N. Lindbergh, Suite 20, St Louis, MO 63141, General Partner for KCM Catapult Large Cap Growth Equity Fund, LP, general partner, Started on September 9, 2017, 4 hours per month, 2 hours per month during trading hours, Ownership interest. 9)Krilogy Capital Management II LLC, investment related, 275 N. Lindbergh, Suite 20, St Louis, MO 63141, Investment Manager for KCM Catapult Large Cap Growth Equity Fund, LP, Owner, Started on September 9, 2017, 4 hours per month, 2 hours per month during trading hours, Ownership interest. 10) The Enrich Your Journey Podcast, investment related, 275 N. Lindbergh, Suite 20, St Louis, MO 63141, Educational platform for information purposes only, Podcast Host, 12/29/23, 6-10 hours per month, 1-5 hours per month, Podcast host for interviewees as well as FA introducing financial planning strategies 11) Saxony Securities, Inc; investment related; 275 N Lindbergh Blvd Suite 20 St. Louis, MO 63141; 10/29/2014; 5-10 hours; 5-10 hours; independent contractor providing variable annuity based brokerage services
CRS (Client Relationship Summary) - RIA
Click below to view Patrick W Monahan's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Experience
Current
February 28, 2012 - Present
KRILOGY
Office #1: 275 N. Lindbergh Ste. 20, St. Louis, MO 63141RIA
CRD#: 149046
St. Louis, MO
Current
October 29, 2014 - Present
SAXONY SECURITIES, INC.
Office #1: 275 N. Lindbergh Suite 20, St. Louis, MO 63141BD
CRD#: 115547
St. Louis, MO
Past
November 12, 2013 - October 28, 2014
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ST. LOUIS, MO
Past
January 5, 2011 - November 15, 2011
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
ST. LOUIS, MO
Past
December 1, 2010 - December 31, 2010
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
SAINT LOUIS, MO
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".
KR
KRILOGY
GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC
CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - (1/12/2009 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Florida(10/29/2014)
RR
Illinois(10/29/2014)
IAR
Missouri(2/28/2012)
RR
Missouri(10/29/2014)
RR
Nebraska(9/9/2025)
IAR
Texas(6/25/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
KR
KRILOGY
GSG ADVISORS LLC | NAME 605 | KRILOGY TEXAS | KRILOGY FINANCIAL LLC | KRILOGY ADVISORS LLC | KRILOGY | KPS | K PLANS | GSTLG ADVISORS LLC
CRD#: 149046 / SEC#: 801-69838
RIA
Registered Investment Advisory firm - (1/12/2009 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
275 N. Lindbergh Ste. 20, St. Louis, MO 63141
Mailing Address
Phone number
(314) 884-2800
Established
Firm type
Fiscal year end
# of Employees
82
SEC notice filing (36 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 10,780 |
| AUM (Assets Under Management) | $ 4,954,332,013 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/13/2025 | ||
| 02/27/2025 | ||
| 10/12/2023 | ||
| 01/03/2023 |
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.
Company Information
KRILOGY
CRD#: 149046St. Louis, MO 63141TRUST BUT VERIFY
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