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).

By the Numbers
  • Total Assets Under Management
    1,472
    MILLION
  • Total Number of Accounts
    5,152
    ACCOUNTS
  • Average Account Value
    $285,719
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 31 - 32 of 32 top financial advisors.
31
Allison E. Loring
CRD#: 5632900
101 Hawthorne Ave, Pittsfield, MA 01201

Allison Loring (CRD# 5632900) is an Investment Advisor Representative working at Moneco Advisors in Pittsfield, MA and has over 10 years of experience in the finance industry.

32
David Plouffe
CRD#: 7432122
2150 Post Road, Suite 201, Fairfield, CT 06824

David Plouffe (CRD# 7432122) is an Investment Advisor Representative working at Moneco Advisors in Fairfield, CT and has 1 year of experience in the finance industry.

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