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Timothy J. Side

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CRD#: 6401932
TS
Timothy James Side

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.

Timothy James Side was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2016. Timothy had worked at 3 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

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.
The advisor shows no other business activity.

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®
None

Experience

Past

October 12, 2021 - July 13, 2026

MONETA GROUP INVESTMENT ADVISORS, LLC

RIA
CRD#: 104727
St. Louis, MO
Past

June 17, 2020 - November 12, 2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED

BD
CRD#: 793
ST. LOUIS, MO
Past

January 23, 2020 - November 12, 2020

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA
CRD#: 793
ST LOUIS, MO
Past

July 6, 2016 - January 9, 2020

ACROPOLIS INVESTMENT MANAGEMENT, L.L.C.

RIA
CRD#: 121307
ST. 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".
MONETA GROUP INVESTMENT ADVISORS, LLC
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.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 8/14/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 7/6/2016
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/17/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/6/2020
Securities Industry Essentials Examination

Current Firm

MONETA GROUP INVESTMENT ADVISORS, LLC
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 Accounts44,504
AUM (Assets Under Management)$ 42,795,577,115

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/27/2026
Cover Page
Report
10/09/2024
Cover Page
Report
11/20/2023
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.

Company Information

MONETA GROUP INVESTMENT ADVISORS, LLC

MONETA GROUP INVESTMENT ADVISORS, LLC

CRD#: 104727

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