linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Moneco Advisors

Headquartered in FAIRFIELD, CT

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Moneco Advisors is a financial advisory firm headquartered in Fairfield, CT, with a team of over 40 professionals providing financial planning, portfolio management, and other advisory services to a range of clients, including individuals, families, businesses, charitable organizations, and pension plans. The firm has approximately $1.5 billion in regulatory assets under management, and it is a participant in wrap fee programs.

Moneco Advisors

2150 POST ROAD, SUITE 201

FAIRFIELD, CT 06824

$1.47B

Assets Under Management

27

Total Clients

32

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

lpl financial sponsored advisory programs

Lpl financial sponsored advisory programs

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (14)

MONECO ADVISORS has a total of 14 branch locations across the country.
location

SARASOTA, FL

location

GLOUCESTER, MA

location

Naples, FL

location

Glastonbury, CT

location

University Park, FL

location

Woodcliff Lake, NJ

location

New Canaan, CT

location

Hamden, CT

location

Harrison, NY

location

FAIRFIELD, CT

location

Narragansett, RI

location

Wallingford, CT

location

Pittsfield, MA

location

EASTON, CT

Advisors at Moneco Advisors

View All 32 Advisors
Unclaimed
Christopher W Levene

RA

FAIRFIELD, CT

View Profile
Unclaimed
Salim P Boutagy

CFP®, RA

FAIRFIELD, CT

View Profile
Unclaimed
Kyle James Scafariello

RA

View Profile
Unclaimed
Charles Douglas MacLean

RA

FAIRFIELD, CT

View Profile
Unclaimed
Peter Charles Osborne

RA

FAIRFIELD, CT

View Profile
Unclaimed
Sandra Lee Neubert

RA

FAIRFIELD, CT

View Profile
Unclaimed
John Maxwell Rosenau

CFP®, RA

FAIRFIELD, CT

View Profile
Unclaimed
Allison Elizabeth Loring

RA

Pittsfield, MA

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Moneco Advisors is right for you?

Disclosures

There are no public disclosures for Moneco Advisors.

Frequently Asked Questions (6)

Not sure if Moneco Advisors is right for you?