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Charles Douglas MacLean

Moneco Advisors

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About Charles Douglas MacLean

Charles MacLean is a financial advisor with over 6 years of experience in the industry. Charles is currently registered with Moneco Advisors and LPL Financial and provides investment advisory services through Moneco Advisors, an independent investment advisor firm. Charles is also a registered representative with LPL Financial. Moneco Advisors offers financial planning, portfolio management for individuals, and selection of other advisors. The firm manages assets for individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, and high-net-worth individuals.

Firm Information

Charles MacLean 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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Charles MacLean’s Registration & Firm History

CT

09/02/2021 - Present

Moneco Advisors (FAIRFIELD CT)

CT

03/25/2017 - 09/14/2021

MML INVESTORS SERVICES, LLC (STAMFORD CT)

CT

07/01/2014 - 03/25/2017

MSI FINANCIAL SERVICES, INC. (STAMFORD CT)

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Licenses & Designations

BOTH

Issued 12/17/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/01/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles Douglas MacLean.
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