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Sandra Lee Neubert

Moneco Advisors

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About Sandra Lee Neubert

Sandra Neubert is a financial advisor who has been active in the industry since May 1986. Sandra is currently registered with Moneco Advisors and has held previous positions at INVESTACORP, INC., COMMONWEALTH EQUITY SERVICES, INC., and CHUBB SECURITIES CORPORATION. She is licensed to provide financial advice in Connecticut, Florida, Massachusetts, New Hampshire, and New York. Sandra offers investment advice to individuals, businesses, and charitable organizations.

Firm Information

Sandra 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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Sandra Neubert’s Registration & Firm History

CT

01/13/2020 - Present

Moneco Advisors (FAIRFIELD CT)

FL

05/30/1990 - 01/04/1994

INVESTACORP, INC. (MIAMI FL)

MA

04/16/1987 - 04/20/1990

COMMONWEALTH EQUITY SERVICES, INC. (WALTHAM MA)

NA

04/03/1986 - 04/21/1987

CHUBB SECURITIES CORPORATION

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Licenses & Designations

BC

Issued 04/11/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/21/1991

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sandra Lee Neubert.
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