Moneco Advisors
Moneco Advisors (CRD# 171922) is a financial advisory firm headquartered in Fairfield, CT. They manage $1,472,025,988 in 5,152 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management1,472MILLION
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Total Number of Accounts5,152ACCOUNTS
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Average Account Value$285,719
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, RI, SC, TN, TX, UT, VA, VT, WA
David Ameden (CRD# 2741615) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 27 years of experience in the finance industry.
Salim Boutagy (CRD# 5428396) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 15 years of experience in the finance industry.
Kenneth Danilo (CRD# 1015027) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 27 years of experience in the finance industry.
Nicholas Desousa (CRD# 4926509) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 18 years of experience in the finance industry.
Paul Farella (CRD# 6621195) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 8 years of experience in the finance industry.
Gregory Flynn (CRD# 4600852) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 21 years of experience in the finance industry.
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.
Timothy Hickey (CRD# 6597009) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 8 years of experience in the finance industry.
Jason Hyde (CRD# 4180274) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 20 years of experience in the finance industry.
Eric Johnson (CRD# 3231707) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 10 years of experience in the finance industry.