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David Plouffe

Moneco Advisors

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About David Plouffe

David Plouffe is an Investment Advisor Representative at Moneco Advisors. David is registered in Connecticut. David has been in the securities industry since 2014. Moneco Advisors is a Registered Investment Adviser (RIA) with offices in Fairfield, CT. The firm specializes in providing a wide range of financial planning and advisory services to individuals, corporations, and other entities.

Firm Information

David Plouffe 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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David Plouffe’s Registration & Firm History

CT

04/11/2024 - Present

Moneco Advisors (FAIRFIELD CT)

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Licenses & Designations

IA

Issued 04/11/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/15/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Plouffe.
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