Career
Adam Kruger has been Chief Compliance Officer of Moneta Group Investment Advisors since August 2022. Adam Kruger is a control person of the firm and directly owns under 5% of it.
Moneta Group Investment Advisors, LLC is a St. Louis, MO firm with $50.5B under management, 9,163 clients and 239 advisers across 10 offices, as of its March 2026 filing.
- – present · 4 yearsSt. Louis, MO · Adviser representative · Firm CRD 104727
- Mbm Wealth Consultants, LLC– · 6 yearsChesterfield, MO · Adviser representative · Firm CRD 169091
- Saxony Capital Management, LLC– · 1 yearSaint Louis, MO · Adviser representative · Firm CRD 122692
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Missouri | Approved | 23 August 2022 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 24 September 2013 |
| Series 24 | General Securities Principal Examination | 31 October 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 November 2011 |
| Series 7 | General Securities Representative Examination | 31 October 2011 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Adam Charles Kruger
- CRD
- 5949504
- Office
- 100 S Brentwood Blvd, St. Louis, MO 63105
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Adam Kruger work?
Adam Kruger has been Chief Compliance Officer of Moneta Group Investment Advisors, LLC since August 2022, and is a control person of the firm.
Is Adam Kruger a financial advisor?
Yes. Adam Kruger has a current investment-adviser registration in Missouri, through Moneta Group Investment Advisors since August 2022.
How many years of experience does Adam Kruger have?
Adam Kruger has 14 years in the financial industry, since November 2011, across 3 adviser firms.
What exams has Adam Kruger passed?
Adam Kruger has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 65 and Series 99TO. The earliest, the Series 7, was passed in October 2011. FINRA credited Adam Kruger with the SIE, which began in October 2018.
Where did Adam Kruger work before Moneta Group Investment Advisors?
Before Moneta Group Investment Advisors, Adam Kruger was registered through Mbm Wealth Consultants, LLC, November 2015 to August 2022; Saxony Capital Management, LLC, January 2014 to October 2015.
Where is Adam Kruger based?
Adam Kruger’s registered office is in St. Louis, MO.