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Frederick Joseph Russell

Moneco Advisors

Fairfield, CT

Woodcliff Lake, NJ

CRD 819438

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Employer firm

Moneco Advisors CRD 171922

$2.28B regulatory AUM 23 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • THIRD PARTY SPONSORED PROGRAMS

From the firm’s Form ADV. Read the guides:

Current Employers
Moneco Advisors

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2022-07-22
  • NJ RA
    APPROVED
    Since 2022-07-22

Branch Locations

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

50 Tice Blvd, Suite 340, Woodcliff Lake, NJ 07677 • 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
Signator Investors, Inc. Boston MA 03/1976 11/2018
Acorn Consulting Services, Inc. Paramus NJ 12/1995 06/2022
Royal Alliance Associates, Inc. Paramus NJ 11/2018 12/2020
Moneco Advisors Dba Acorn Consulting Fairfield CT 06/2022 Present
  • 03/1976 → 11/2018
    Signator Investors, Inc.
    Boston, MA
  • 12/1995 → 06/2022
    Acorn Consulting Services, Inc.
    Paramus, NJ
  • 11/2018 → 12/2020
    Royal Alliance Associates, Inc.
    Paramus, NJ
  • 06/2022 → Present
    Moneco Advisors Dba Acorn Consulting
    Fairfield, CT
Previous Registrations
  • 2005-04-21 → 2022-12-31
    Acorn Consulting
    Paramus, NJ
  • 2004-09-07 → 2010-11-19
    Signator Investors, Inc.
    Paramus, NJ
    Roseland, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-01-04
S63 Uniform Securities Agent State Law Examination 1985-03-28
  • S65 Uniform Investment Adviser Law Examination
    1999-01-04
  • S63 Uniform Securities Agent State Law Examination
    1985-03-28
Designations
  • Chartered Financial Consultant
Other Names
  • Frederick J Russell
  • Frederick Russell
  • Rick Russell
  • Frederick Joseph Russell

View on SEC IAPD

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