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Donato A. Moneta

GOTHAM ASSET MANAGEMENT
NEW YORK, NY 10022-6143
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CRD#: 7258755
DM
Donato Alfredo MonetaGOTHAM ASSET MANAGEMENT

Professional summary

Donato Alfredo Moneta is a registered financial advisor currently at GOTHAM ASSET MANAGEMENT, LLC located in New York, New York.

Donato is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Donato has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always 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) Lebenthal Financial Services, Inc.; Investment-Related; Jericho, NY; Registered Representative/Client Services Liaison. (2) Lebenthal Global Advisors, LLC; Investment-Related; Hauppauge, NY; Investment Adviser Representative. (3) Marks Paneth LLP; not investment related; 685 3rd Ave, New York, NY 10017, Accounting firm; Tax Associate; start date: October 26, 2021, approximate hours per month devoted to this business - this is a full time position and all my working hours be occur during securities trading hours; My duties in this business involve preparing and examining tax returns of individuals and the various business entities they may control that would be filed along with their tax return.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donato Alfredo Moneta's CRS (Customer Relationship Summary).
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®
None

Experience

Current

August 18, 2026 - Present

GOTHAM ASSET MANAGEMENT, LLC

Office #1: 300 Park Avenue 24th Floor, New York, NY 10022-6143
RIA
CRD#: 149335
NEW YORK, NY
Past

December 21, 2023 - July 14, 2026

MARINER WEALTH

RIA
CRD#: 140195
New York, NY
Past

July 29, 2021 - December 31, 2022

LEBENTHAL GLOBAL ADVISORS, LLC

RIA
CRD#: 283303
HAUPPAUGE, NY
Past

June 8, 2020 - December 31, 2022

LEBENTHAL FINANCIAL SERVICES, INC.

BD
CRD#: 137988
JERICHO, NY

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".
GA
GOTHAM ASSET MANAGEMENT, LLC
FORMULA INVESTING | GOTHAM ASSET MANAGEMENT, LLC | FORMULA TRADING, LLC | FORMULA INVESTING, LLC

CRD#: 149335 / SEC#: 801-69960

RIA
Registered Investment Advisory firm - (3/9/2009 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.

Highlighted states indicate IAR registrations

IAR
New York
(8/18/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/26/2020
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/8/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 2/22/2020
Securities Industry Essentials Examination

Current Firm

GA
GOTHAM ASSET MANAGEMENT, LLC
FORMULA INVESTING | GOTHAM ASSET MANAGEMENT, LLC | FORMULA TRADING, LLC | FORMULA INVESTING, LLC

CRD#: 149335 / SEC#: 801-69960

RIA
Registered Investment Advisory firm - (3/9/2009 Approved)
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Contact information

Main Address
825 Third Avenue Suite 1750, New York, NY 10022-9525
Mailing Address
Phone number
(212) 319-4100
Established
Firm type
Fiscal year end
# of Employees
42

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GOTHAM FORM ADV PART 2A AND 2B (3/28/2025)

Regulatory assets under management

Total Number of Accounts122
AUM (Assets Under Management)$ 12,125,094,734

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

GOTHAM ASSET MANAGEMENT, LLC

CRD#: 149335New York, NY 10022-6143

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