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).
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Total Assets Under Management1,032MILLION
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Total Number of Accounts4,015ACCOUNTS
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Average Account Value$257,109
- 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 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.
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.
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.
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.
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.
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.
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.
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.
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.
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.