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Joanna Ellen Russell

Moneco Advisors

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About Joanna Ellen Russell

Joanna Russell is a financial advisor with Moneco Advisors, working in the Fairfield, CT office. Joanna is also registered as an investment advisor representative in New Jersey. Joanna has been in the industry since 2004 and has worked with firms such as Royal Alliance Associates, Inc. and Signator Investors, Inc. Joanna has a Series 7, Series 65, and SIE license, and holds the designation of Certified Financial Planner. Her clients consist of high-net-worth individuals, corporations, and charitable organizations. Joanna's services include financial planning, investment management for individuals, selection of other advisors, and pension consulting.

Firm Information

Joanna 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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Joanna Russell’s Registration & Firm History

CT

07/01/2022 - Present

Moneco Advisors (FAIRFIELD CT)

NJ

11/02/2018 - 12/21/2020

ROYAL ALLIANCE ASSOCIATES, INC. (PARAMUS NJ)

NJ

07/15/2015 - 11/02/2018

SIGNATOR INVESTORS, INC. (PARAMUS NJ)

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Licenses & Designations

IA

Issued 09/09/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/15/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joanna Ellen Russell.
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