Best Investors Account Sign in

Peter Charles Osborne

Moneco Advisors

Fairfield, CT

Claim This Profile
Current Employers
Moneco Advisors

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2026-08-12
TX RA APPROVED_RES 2021-07-15
CT RA APPROVED 2017-10-30
  • LA RA
    APPROVED
    Since 2026-08-12
  • TX RA
    APPROVED_RES
    Since 2021-07-15
  • CT RA
    APPROVED
    Since 2017-10-30

Branch Locations

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
Lpl Financial Llc Fairfield CT 04/2003 Present
Moneco Advisors Fairfield CT 10/2017 Present
  • 04/2003 → Present
    Lpl Financial Llc
    Fairfield, CT
  • 10/2017 → Present
    Fairfield, CT
Previous Registrations
  • 1997-08-25 → 2003-06-06
    A. G. Edwards & Sons, Inc.
    Southport, CT
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-03-05
S63 Uniform Securities Agent State Law Examination 1991-08-14
  • S65 Uniform Investment Adviser Law Examination
    1994-03-05
  • S63 Uniform Securities Agent State Law Examination
    1991-08-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairfield, CT

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor