Moneco Advisors

Moneco Advisors (CRD# 171922) is a financial advisory firm headquartered in Fairfield, CT. They manage $904,471,052 in 3,306 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    904
    MILLION
  • Total Number of Accounts
    3,306
    ACCOUNTS
  • Average Account Value
    $273,585
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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.

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA

Financial Advisors at Moneco Advisors
Showing 1 - 10 of 28 top financial advisors.
1
David R. Ameden
CRD#: 2741615
2150 Post Road, Suite 201, Fairfield, CT 06824

David Ameden (CRD# 2741615) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 26 years of experience in the finance industry.

2
Zahya L. Beall
CRD#: 5136577
2150 Post Road, Suite 201, Fairfield, CT 06824

Zahya Beall (CRD# 5136577) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 11 years of experience in the finance industry.

3
Robert E. Dains
CRD#: 2263576
2150 Post Road, Suite 201, Fairfield, CT 06824

Robert Dains (CRD# 2263576) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 18 years of experience in the finance industry. Robert Dains 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.

4
Kenneth O. Danilo
CRD#: 1015027
2150 Post Road, Suite 201, Fairfield, CT 06824

Kenneth Danilo (CRD# 1015027) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 25 years of experience in the finance industry. Kenneth Danilo 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.

5
Nicholas M. Desousa
CRD#: 4926509
2150 Post Road, Suite 201, Fairfield, CT 06824

Nicholas Desousa (CRD# 4926509) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 17 years of experience in the finance industry.

6
Gregory S. Flynn
CRD#: 4600852
2150 Post Road, Suite 201, Fairfield, CT 06824

Gregory Flynn (CRD# 4600852) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 19 years of experience in the finance industry.

7
John Fortuna
CRD#: 211600
2150 Post Road, Suite 201, Fairfield, CT 06824

John Fortuna (CRD# 211600) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 38 years of experience in the finance industry.

8
Colleen K. Galushko
CRD#: 2139050
2150 Post Road, Suite 201, Fairfield, CT 06824

Colleen Galushko (CRD# 2139050) is an Investment Advisor Representative working at Lpl Financial LLC in Shelton, CT and has over 18 years of experience in the finance industry.  

 

A financial planner with LPL Financial providing clients wealth management, insurance, retirement & estate planning.

 

I Specialize in: 

Retirement planning, income distribution strategies, investment advisory, insurance, risk management, wealth management, and estate planning. 

My Experience/Registrations are: 

  • Since 2005 – Investment Advisor Representative - LPL Financial Services - largest independent broker dealer in the country as reported in Financial Planning magazine, June 1996-2016, based on total revenue
  • Series 7, 63, 65 securities licenses and insurance licenses
  • Worked in the financial services industry dating back to 1983 


My Education/Certifications/Awards are:

  • B.S. degree in Finance - Post University, summa cum laude
  • Completed the Certified Financial Planning Program - Fairfield University
  • Graduate - Retail Leadership Development Program – BankBoston 


Volunteer activities:

  • Help children to learn and flourish - many elementary classroom programs 
  • An active member of my children’s parent teacher organization - developed, organized and chaired several events
  • Assist/coach youth sports program 


I enjoy spending my free time with my husband and our twin daughters. My hobbies include running, bicycling and traveling.
 

9
Jason A. Hyde
CRD#: 4180274
2150 Post Rd, Suite 201, Fairfield, CT 06824

Jason Hyde (CRD# 4180274) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 19 years of experience in the finance industry.

10
Eric C. Johnson
CRD#: 3231707
2150 Post Road, Suite 201, Fairfield, CT 06824

Eric Johnson (CRD# 3231707) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 8 years of experience in the finance industry.

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