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Peter Charles Osborne

Moneco Advisors

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About Peter Charles Osborne

Peter Charles Osborne is a financial advisor with over 30 years of experience in the financial services industry. Peter has been with Moneco Advisors since 2017 and has held previous positions at A. G. Edwards & Sons, Inc., Smith Barney Inc., and Lehman Brothers Inc. Moneco Advisors offers a variety of financial services, including financial planning, pension consulting, and portfolio management for individuals.

Firm Information

Peter Osborne 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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Peter Osborne’s Registration & Firm History

CT

07/15/2021 - Present

Moneco Advisors (FAIRFIELD CT)

MO

06/20/1994 - 06/06/2003

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

NY

07/31/1993 - 07/05/1994

SMITH BARNEY INC. (NEW YORK NY)

NY

10/20/1992 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

MO

08/12/1991 - 10/20/1992

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 03/05/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/14/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/14/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/30/2005

Series 31 - Futures Managed Funds Examination

BC

Issued 08/06/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Peter Charles Osborne.
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