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Rudolf John Weiss

Moneco Advisors

Fairfield, CT

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Current Employers
Moneco Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2021-01-11
  • CT RA
    APPROVED
    Since 2021-01-11

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
Triad Advisors, Inc. Norcross GA 03/2015 12/2020
Reby Advisors, Llc Danbury CT 03/2015 12/2020
Lpl Financial, Llc Fairfield CT 01/2021 Present
Moneco Advisors Llc Fairfield CT 01/2021 Present
  • 03/2015 → 12/2020
    Triad Advisors, Inc.
    Norcross, GA
  • 03/2015 → 12/2020
    Reby Advisors, Llc
    Danbury, CT
  • 01/2021 → Present
    Lpl Financial, Llc
    Fairfield, CT
  • 01/2021 → Present
    Moneco Advisors Llc
    Fairfield, CT
Previous Registrations
  • 2015-04-08 → 2021-01-05
    Reby Advisors, Llc
    Danbury, CT
  • 2005-12-13 → 2015-02-25
    Msi Financial Services, Inc.
    Stamford, CT
    Shelton, CT
  • 1998-05-14 → 2005-12-05
    Osaic Fa, Inc.
    Tarrytown, NY
Other Businesses

1. 1/8/2021 - Moneco Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 7/1/2025 - Moneco Insurance, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 3 Hours Per Month - Selling life, disability, fixed annuity. 3. 1/8/2021 - RUDOLF J WEISS, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - 1 Hour Per Month. 4. 1/13/2021 - Moneco Advisors LLC - DBA: (Hybrid) Moneco Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/11/2021 - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's 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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2009-03-17
  • S63 Uniform Securities Agent State Law Examination
    2009-03-17
Designations

View on SEC IAPD

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