Career
Dan Sherman has been Chief Technology Officer of Moneta Group Investment Advisors since May 2023. Dan Sherman 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.
The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.
Credentials and registrations
Individual registration and examination information for Dan Sherman is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.
Officer record
- Full name
- Dan Sherman
- CRD
- 2248367
- Record basis
- Form ADV officer listing
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Dan Sherman work?
Dan Sherman has been Chief Technology Officer of Moneta Group Investment Advisors, LLC since May 2023, and is a control person of the firm.