Best Investors
Account
Sign in
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-05 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
1305 Post Road Suite 202, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Westport Resources Investment Services, Inc | Westport | CT | 05/2003 | 10/2016 |
| Westport Resources Management | Westport | CT | 05/2003 | 10/2016 |
| Lpl Financial Llc | Westport | CT | 10/2016 | 10/2018 |
| Atlantic Financial Research | New Canaan | CT | 01/2002 | 10/2016 |
| Private Advisor Group, Llc | Westport | CT | 10/2016 | 10/2018 |
| United Planners' Financial Services Of America A Limited Partner | Scottsdale | AZ | 10/2018 | 02/2021 |
| Cruice Investment Advisors, Ltd. | Westport | CT | 11/2018 | 05/2026 |
| Moneco Advisors | Fairfield | CT | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-05-27 |
Reach out to this advisor