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Charles William Rocco

Moneco Advisors

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About Charles William Rocco

Charles Rocco is a financial advisor with over 10 years of experience in the industry. Charles is registered with Moneco Advisors, LLC and holds the Series 7, Series 24, Series 66, and SIE licenses. Charles is also a Certified Financial Planner™ professional. Charles specializes in providing financial planning and investment management services to individuals, families, and businesses. Charles is committed to providing personalized advice and helping clients achieve their financial goals.

Firm Information

Charles Rocco 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 Rocco’s Registration & Firm History

CT

04/01/2018 - Present

Moneco Advisors (FAIRFIELD CT)

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Licenses & Designations

BOTH

Issued 11/16/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/19/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/20/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles William Rocco.
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