Career
Eric Kittner has been CEO & Board Chair of Moneta Group Investment Advisors since January 2018. Eric Kittner is a control person of the firm and directly owns under 5% of it. Eric Kittner holds a BA in Accounting from The Catholic University of America. Attended the London School of Economics.
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.
Eric Kittner became Moneta’s Managing Partner and Chairman in 2018 and later served as its CEO. He joined Moneta in 2003. Before joining, he earned his CPA and worked at Ernst & Young, Arthur Andersen, and RubinBrown.
- – present · 22 years, · Adviser representative · Firm CRD 104727
Credentials and registrations
Professional designations
Listed by Moneta Group Investment Advisors and the sources below
- Certified Public Accountant
- CERTIFIED FINANCIAL PLANNER®
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Kansas | Approved | 7 August 2020 |
| Missouri | Approved | 27 July 2004 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 13 July 2004 |
| Series 7 | General Securities Representative Examination | 30 April 2004 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Eric Michael Kittner
- CRD
- 4740097
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Eric Kittner work?
Eric Kittner has been CEO & Board Chair of Moneta Group Investment Advisors, LLC since January 2018, and is a control person of the firm.
Is Eric Kittner a financial advisor?
Yes. Eric Kittner has a current investment-adviser registration in Kansas and Missouri, through Moneta Group Investment Advisors since July 2004.
How many years of experience does Eric Kittner have?
Eric Kittner has 22 years in the financial industry, since July 2004, across 1 adviser firm.
What exams has Eric Kittner passed?
Eric Kittner has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2004.
Is Eric Kittner a CFP?
Moneta Group Investment Advisors lists Eric Kittner with the CFP credential (“CERTIFIED FINANCIAL PLANNER®”) on its website. CFP Board confirms certification status.
Source: Eric Kittner | MONETA GROUP INVESTMENT ADVISORS, LLC