Moneco Advisors

Moneco Advisors (CRD# 171922) is a financial advisory firm headquartered in Fairfield, CT. They manage $1,032,293,927 in 4,015 accounts and serve the financial needs of clients across 34 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,032
    MILLION
  • Total Number of Accounts
    4,015
    ACCOUNTS
  • Average Account Value
    $257,109
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
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Moneco Advisors
Showing 11 - 20 of 31 top financial advisors.
11
David Katz
CRD#: 5809528
Easton, CT

David Katz (CRD# 5809528) is an Investment Advisor Representative working at Moneco Advisors in Easton, CT and has over 10 years of experience in the finance industry.

12
Brian C. Lichtenstein
CRD#: 2667735
2150 Post Road, Suite 201, Fairfield, CT 06824

Brian Lichtenstein (CRD# 2667735) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 28 years of experience in the finance industry.

13
David J. Lincoln
CRD#: 706040
2150 Post Road, Suite 201, Fairfield, CT 06824

David Lincoln (CRD# 706040) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 43 years of experience in the finance industry.

14
Charles D. Maclean
CRD#: 6360770
2150 Post Road, Suite 201, Fairfield, CT 06824

Charles Maclean (CRD# 6360770) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 9 years of experience in the finance industry.

15
Brett A. Matschke
CRD#: 1651439
3190 Whitney Ave #8, Hamden, CT 06518

Brett Matschke (CRD# 1651439) is an Investment Advisor Representative working at Moneco Advisors in Hamden, CT and has over 36 years of experience in the finance industry.

16
Derrek L. Metz
CRD#: 4599680
175 Elm St., New Canaan, CT 06840

Derrek Metz (CRD# 4599680) is an Investment Advisor Representative working at Moneco Advisors in New Canaan, CT and has over 21 years of experience in the finance industry.

17
Christopher J. Neubert
CRD#: 834944
2150 Post Road, Suite 201, Fairfield, CT 06824

Christopher Neubert (CRD# 834944) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 41 years of experience in the finance industry.

18
Sandra L. Neubert
CRD#: 1343615
2150 Post Road, Suite 201, Fairfield, CT 06824

Sandra Neubert (CRD# 1343615) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 37 years of experience in the finance industry.

19
Peter C. Osborne
CRD#: 2153272
2150 Post Road, Suite 201, Fairfield, CT 06824

Peter Osborne (CRD# 2153272) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 32 years of experience in the finance industry.

20
Dana S. Preis
CRD#: 3268819
2150 Post Road, Suite 201, Fairfield, CT 06824

Dana Preis (CRD# 3268819) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has over 24 years of experience in the finance industry.

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