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Frederick Joseph Russell

Moneco Advisors

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About Frederick Joseph Russell

Frederick Russell is a financial advisor with over 40 years of experience in the industry. Russell is currently registered with Moneco Advisors dba Acorn Consulting, which is an investment advisor based in Fairfield, CT. Frederick Russell is also registered with the state of New Jersey as an Investment Advisor Representative. Frederick Russell has held previous registrations with Royal Alliance Associates, Inc., Signator Investors, Inc., and John Hancock Mutual Life Insurance Company. He is a Chartered Financial Consultant and holds licenses for Series 63, Series 65, Series 7, Series 1, and SIE exams.

Firm Information

Frederick Russell 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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Frederick Russell’s Registration & Firm History

CT

07/22/2022 - Present

Moneco Advisors (FAIRFIELD CT)

NJ

11/02/2018 - 12/21/2020

ROYAL ALLIANCE ASSOCIATES, INC. (PARAMUS NJ)

NJ

03/11/1976 - 11/02/2018

SIGNATOR INVESTORS, INC. (PARAMUS NJ)

MA

03/11/1976 - 05/01/1997

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 01/04/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/28/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/17/1986

Series 7 - General Securities Representative Examination

BC

Issued 03/08/1976

Series 1 - Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Frederick Joseph Russell.
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