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Allen H Hodys

Moneco Advisors

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About Allen H Hodys

Allen Hodys is a financial advisor with Moneco Advisors. Allen has been in the financial services industry since 2018. Allen holds the Series 7, Series 66, and SIE securities licenses and is registered with FINRA and the states of California, Colorado, Connecticut, Florida, Massachusetts, Nevada, New York, and Washington. Allen is a Certified Financial Planner. Allen's practice focuses on providing financial advice to individuals, businesses, and charitable organizations. Allen provides financial planning, investment management, and pension consulting services.

Firm Information

Allen Hodys is currently registered with Moneco Advisors. 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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fixed fees

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

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percentage of assets

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

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Allen Hodys’s Registration & Firm History

NY

10/01/2024 - Present

Moneco Advisors (Harrison NY)

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Licenses & Designations

BOTH

Issued 10/23/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/2018

Series 7TO - General Securities Representative Examination

BC

Issued 11/20/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Allen H Hodys.
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