David Plouffe

Employer firm

Moneco Advisors CRD 171922

$2.28B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• THIRD PARTY SPONSORED PROGRAMS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2023 → 11/2024
  Moneco Advisors
  Fairfield, CT
• 09/2019 → 05/2023
  Fairfield University
  Fairfield, CT
• 06/2022 → 08/2022
  Barnum Financial Group
  Shelton, CT
• 09/2021 → 05/2022
  Moneco Advisors
  Fairfield, CT
• 06/2021 → 12/2021
  Intelisearch, Inc.
  Stamford, CT
• 05/2020 → 08/2020
  Figs Wood Fired Bistro
  Newtown, CT
• 06/2019 → 08/2019
  My Place Restaurant
  Newtown, CT
• 01/2014 → 08/2019
  Student
  Newtown, CT
• 11/2024 → 03/2025
  Moneco Advisors
  Fairfield, CT
• 03/2025 → 10/2025
  Moneco Advisors
  Fairfield, CT
• 11/2025 → Present
  Moneco Advisors
  Fairfield, CT

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-11

Designations

• Certified Financial Planner