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Moneco Advisors CRD 171922
$2.28B regulatory AUM 23 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-28 |
| TX | RA | APPROVED | 2026-07-28 |
Branch Locations
Six Landmark Square Suite 400, Stamford, CT 06901 • 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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-17 |
| CT | RA | APPROVED | 1998-09-14 |
Branch Locations
Six Landmark Square, Suite 400, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Stamford | CT | 07/1998 | Present |
| Moneco Advisors | Fairfield | CT | 07/2026 | Present |
1. 2/23/2000: NON-VARIABLE INSURANCE - BLUE CHIP FINANCIAL, LLC - HANDLE INVESTMENTS, LIFE AND DISABILITY INSURANCE. - STAMFORD, CT. 2. 2/28/2013: DBA ONLY - BLUE CHIP FINANCIAL, LLC - TIME SPENT 100% - STAMFORD, CT. 3. 7/1998: REGISTERED REPRESENTATIVE - LPL FINANCIAL - BROKERAGE SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-12 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-30 |
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