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2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-03 |
| NJ | RA | APPROVED | 2022-07-01 |
Branch Locations
2150 Post Road, Suite 201, Fairfield, CT 06824 • United States
50 Tice Blvd, Suite 340, Woodcliff Lake, NJ 07677 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Acorn Consulting | Paramus | NJ | 08/2004 | 06/2022 |
| Sii | Parmus | NJ | 07/2015 | 10/2018 |
| Royal Alliance Associates, Inc. | Paramus | NJ | 11/2018 | 12/2020 |
| Moneco Advisors Dba Acorn Consulting | Fairfield | CT | 06/2022 | 06/2023 |
| Moneco Advisors | Fairfield | CT | 06/2023 | Present |
1) Moneco Insurance, LLC (Non-variable insurance); investment-related; start date: 07/01/2025; approximately 20 hours/month (including 0 hours during trading hours); duties include insurance sales and related client servicing.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-09 |
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