Moneco Advisors

Moneco Advisors (CRD# 171922) is a financial advisory firm headquartered in Fairfield, CT. They manage $217,600,000 in 855 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    855
    ACCOUNTS
  • Average Account Value
    $254,503
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, MA, MD, NJ, NY, TX

Financial Advisors at Moneco Advisors
Showing 1 - 8 of 8 top financial advisors.
1
Ann M. Greenberg
CRD#: 1084718
2150 Post Rd, Fairfield, CT 06824
96
Wealthminder
score

Ann Greenberg (CRD# 1084718) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 6 years of experience in the finance industry. Ann Greenberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
John M. Rosenau
CRD#: 1346021
2150 Post Rd, Fairfield, CT 06824
96
Wealthminder
score

John Rosenau (CRD# 1346021) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 23 years of experience in the finance industry. John Rosenau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christopher J. Neubert
CRD#: 834944
2150 Post Rd, Fairfield, CT 06824
93
Wealthminder
score

Christopher Neubert (CRD# 834944) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 34 years of experience in the finance industry.

4
Sandra L. Neubert
CRD#: 1343615
2150 Post Rd, Fairfield, CT 06824
93
Wealthminder
score

Sandra Neubert (CRD# 1343615) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 30 years of experience in the finance industry.

5
Dana S. Preis
CRD#: 3268819
2150 Post Rd, Fairfield, CT 06824
93
Wealthminder
score

Dana Preis (CRD# 3268819) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 17 years of experience in the finance industry.

6
David Katz
CRD#: 5809528
Easton, CT
89
Wealthminder
score

David Katz (CRD# 5809528) is an Investment Advisor Representative working at Moneco Advisors in Easton, CT and has over 3 years of experience in the finance industry.

7
Jason A. Hyde
CRD#: 4180274
2150 Post Rd, Suite 201, Fairfield, CT 06824
83
Wealthminder
score

Jason Hyde (CRD# 4180274) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 13 years of experience in the finance industry.

8
David J. Lincoln
CRD#: 706040
2150 Post Rd, Fairfield, CT 06824
83
Wealthminder
score

David Lincoln (CRD# 706040) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 35 years of experience in the finance industry.

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