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Brian Curhan Lichtenstein

Moneco Advisors

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About Brian Curhan Lichtenstein

Brian Lichtenstein is a financial advisor with Moneco Advisors. Brian has been in the industry since 1994 and has a wide range of experience, including working with high-net-worth individuals, corporations, and charitable organizations. Brian's expertise includes investment advisory services, financial planning, and pension consulting. Brian is committed to providing his clients with personalized service and a comprehensive approach to wealth management.

Firm Information

Brian Lichtenstein 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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Brian Lichtenstein’s Registration & Firm History

CT

11/08/2023 - Present

Moneco Advisors (Glastonbury CT)

CT

12/18/2007 - 11/09/2023

SECURITIES AMERICA, INC. (GLASTONBURY CT)

CT

01/01/1996 - 12/31/2007

BANNON, OHANESIAN & LECOURS, INC. (GLASTONBURY CT)

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Licenses & Designations

BC

Issued 12/26/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/31/2005

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/07/1998

Series 7 - General Securities Representative Examination

BC

Issued 12/26/1995

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Curhan Lichtenstein.
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