Best Investors
Account
Sign in
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 | 2021-07-15 |
| CT | RA | APPROVED | 2017-10-30 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fairfield | CT | 04/2003 | Present |
| Moneco Advisors | Fairfield | CT | 10/2017 | Present |
1. 06/30/2010- OTHER, I MANAGE AND ACT AS LANDLORD FOR 2 RENTAL PROPERTIES OWNED SOLELY BY MY WIFE, 1%. 2. 11/6/2017 - Moneco Advisors, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 11/01/2017 - 120 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/04/2017. I expect to spend approximately 120 hours per month on this activity. Please see the advisory firms 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. 3. 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. 4. 1/23/2020 - Stratfield Management, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/09/2020 - 1 Hours Per Month/0 Hours During Securities Trading - Limited Liability Company for the purpose of filing federal and state income taxes as an S Corporation. 5. 02/27/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/23/2024 - 1 Hour Per Month/ 0 Hours During Trading 6. 12/31/2025 - Moneco Insurance, LLC - Non-Variable Insurance - Agent - Investment Related - At Reported Business Location(s) - Start Date 11/18/2025 - 1 hour per month 7. 01/05/2026 - Estate of Kenneth S Oliver, Jr. - Act in a Fiduciary Capacity - Not Investment Related - Home Based - Start Date 12/01/2025 - 5 hours per month/ 0 hours during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-14 |
Reach out to this advisor