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Ryan Patrick Carroll

Moneco Advisors

Dartmouth, MA

Fairfield, CT

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Current Employers
Moneco Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-04-03
MA RA APPROVED 2026-04-03
  • CT RA
    APPROVED
    Since 2026-04-03
  • MA RA
    APPROVED
    Since 2026-04-03

Branch Locations

Dartmouth, MA • 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
Moneco Advisors Fairfield CT 04/2026 Present
Cw Advisors, Llc Boston MA 01/2021 04/2026
Congress Wealth Management, Llc Boston MA 01/2016 12/2020
  • 04/2026 → Present
    Moneco Advisors
    Fairfield, CT
  • 01/2021 → 04/2026
    Cw Advisors, Llc
    Boston, MA
  • 01/2016 → 12/2020
    Congress Wealth Management, Llc
    Boston, MA
Previous Registrations
  • 2020-10-21 → 2026-04-06
    Cw Advisors, Llc
    Boston, MA
  • 2016-06-14 → 2020-12-02
    Congress Wealth Management Llc
    Boston, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-06-14
S63 Uniform Securities Agent State Law Examination 2013-06-07
  • S65 Uniform Investment Adviser Law Examination
    2016-06-14
  • S63 Uniform Securities Agent State Law Examination
    2013-06-07

View on SEC IAPD

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