Best Investors Account Sign in
Current Employers
Moneco Advisors

2150 Post Road, Suite 201, Fairfield, CT 06824 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-09-02
TX RA APPROVED 2021-09-02
  • CT RA
    APPROVED
    Since 2021-09-02
  • TX RA
    APPROVED
    Since 2021-09-02

Branch Locations

175 Elm St., New Canaan, CT 06840 • United States

2150 Post Road, Suite 201, Fairfield, CT 06824 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Metlife Securities Inc Stamford CT 01/2012 03/2017
Mml Investors Services, Llc Stamford CT 03/2017 09/2021
Massachusetts Mutual Life Insurance Company Stamford CT 07/2016 09/2021
Lpl Financial Llc New Canaan CT 09/2021 Present
Moneco Advisors, Llc Fairfield CT 09/2021 Present
  • 01/2012 → 03/2017
    Metlife Securities Inc
    Stamford, CT
  • 03/2017 → 09/2021
    Stamford, CT
  • 07/2016 → 09/2021
    Massachusetts Mutual Life Insurance Company
    Stamford, CT
  • 09/2021 → Present
    Lpl Financial Llc
    New Canaan, CT
  • 09/2021 → Present
    Moneco Advisors, Llc
    Fairfield, CT
Previous Registrations
Other Businesses

1) 09/02/2021 - MONECO New Canaan- DBA for LPL Business (entity for LPL business)- Inv. Related- New Canaan, CT- start date 9/1/2021 - 160hrs/mnth 8 hrs during Trading 2) 9/13/2021 - Moneco Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 9/1/2021 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Moneco Advisors, an independent investment advisor firm. I started this business activity in 09/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 09/03/2025 - MONECO Insurance, LLC - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start date:07/1/2025 - 2hrs/mnth 1 hr during Trading. 4. 12/19/2025-363 Reef Road Real Estate-Advisor-Real Estate Rental-Inv Related-At Fairfield, CT-Start date 11/15/2025-1hrs/mth

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-01-24
  • S66 Uniform Combined State Law Examination
    2003-01-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in New Canaan, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor