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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-08-12 |
| TX | RA | APPROVED_RES | 2026-08-12 |
| CT | RA | APPROVED | 2017-10-30 |
Branch Locations
3190 Whitney Ave #8, Hamden, CT 06518 • United States
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2004-06-29 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Hamden | CT | 06/2004 | Present |
| Moneco Advisors, Llc | Hamden | CT | 10/2017 | Present |
1) 3/8/2013 - Kelleher Family Associates- ESTATE PLANNING VEHICLE - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 0 Hrs/Mth - 0 Hrs During Trading.TIME SPENT 0%. 2) 01/27/2014 - Kelleher & Company, - Tax Prep / Accounting / Bookkeeping - HELPING FAMILY CPA BUSINESS AND PAYROLL BUSINESS. PREPARE TAX RETURNS FOR INDIVIDUALS AND BUSINESSES. PROCESS PAYROLL RETURNS FOR PAYROLL CLIENTS. - Investment Related - HAMDEN, CT - 0 Hrs/Mth - 0 Hrs During Trading - TIME SPENT 20%. 3) 05/07/2015 - New england Payroll Services, LLC - 3190 WHITNEY AVE #8HAMDEN, CT 06518 - Family Business - Investment Related - Start Date:01/01/2015 - 20 Hrs/Mth - 0 Hrs During Trading. 4) 4/11/2018 - Moneco Advisors, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/01/2017 - 160 Hours Per Month/7 Hours During Securities Trading. 5) 11/24/2020 - Moneco Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/01/2017 - 120 Hours Per Month/65 Hours During Securities Trading - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 11/2017. I expect to spend approximately 120 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. 6) 08/14/2025 - Moneco Insurance LLC - Investment Related - Non-Variable Insurance - Fairfield, CT - Start Date:07/01/2025 - 3 Hrs/Mth - 0 Hrs During Trading. 7) 12/19/2025-363 Reef Road Real Estate-Advisor-Real Estate Rental-Inv Related-At Fairfield, CT-Start date 11/06/2025-5hrs/mth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-01 |
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