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Christopher Jon Neubert

Moneco Advisors

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About Christopher Jon Neubert

Christopher Neubert is a financial advisor and registered representative with Moneco Advisors. Christopher Neubert is a Certified Financial Planner and has been in the industry since 1977. Christopher Neubert is currently registered in 34 states and the District of Columbia. Christopher Neubert offers financial planning, investment advice, and portfolio management services. Christopher Neubert's office is located in Fairfield, CT.

Firm Information

Christopher Neubert 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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Christopher Neubert’s Registration & Firm History

CT

02/24/2016 - Present

Moneco Advisors (FAIRFIELD CT)

NY

08/22/1991 - 01/19/1994

MONY SECURITIES CORP. (NEW YORK NY)

FL

05/30/1990 - 07/18/1991

INVESTACORP, INC. (MIAMI FL)

MA

06/21/1985 - 04/09/1990

COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)

NA

03/01/1984 - 06/03/1985

LINSCO CORPORATION

NA

03/17/1977 - 03/05/1984

MONY SECURITIES CORP.

NA

03/17/1977 - 03/05/1984

THE MUTUAL LIFE INSURANCE COMPANY OF NEW YORK

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Licenses & Designations

BC

Issued 10/08/1982

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2004

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 03/05/1992

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 01/29/1992

Series 7 - General Securities Representative Examination

BC

Issued 03/12/1977

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Christopher Jon Neubert.
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