Nicholas Daniel Koboldt
Investment Adviser Representative at Moneta Group Investment Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Nicholas Daniel Koboldt is an investment adviser representative with Moneta Group Investment Advisors, LLC in St. Louis, MO, where they have been registered since 2021. They have worked in the securities industry since 2018 and were previously registered with Buckingham Strategic Wealth, LLC. They have passed 3 industry qualification exams, including the Series 65 (investment adviser) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas and Missouri.
Office
Advisors at this office: 28
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, Missouri
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Stifel NicolausJul 2016 – Apr 2018St.Louis, MO
- Buckingham Asset Management, LLC.Apr 2018 – Mar 2021Clayton, MO
- Moneta Group Investment Advisors, LLCApr 2021 – Jun 2022St. Louis, MO
- Moneta Group Investment Advisors, LLCJun 2022 – Sep 2023St. Louis, MO
- Moneta Group Investments Advisors, LLCSep 2023 – Sep 2025St. Louis, MO
- Moneta Group Investment Advisors, LLCSep 2025 – no end date reportedSt. Louis, MO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Moneta Group Investment Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 252
- Offices listed on AdvisorFinder:
- 5
- Main office:
- St. Louis, MO
- SEC file number:
- 801-34723
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Moneta Group Investment Advisors, LLC
Showing 12 of 252 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Nicholas Daniel Koboldt has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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