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MONECO ADVISORS
MONECO ADVISORS, LLC
CRD 171922 · SEC 801-80027
2150 POST ROAD, SUITE 201, FAIRFIELD, CT, 06824, United States
Phone
203-319-3550
Fax
203-319-3554
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.28B
Discretionary AUM
$2.26B
Team
66 total employees; 44 advisory reps; 23 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersTHIRD PARTY SPONSORED PROGRAMS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2019 | $525.6M |
| High net worth individuals | 762 | $1.70B |
| Pension/profit sharing plans | 7 | $24.6M |
| Charitable organizations | 15 | $25.1M |
| Corporations/business entities | 9 | $2.4M |
States served
VT, AL, AZ, CA, CO, DE, DC, GA, IL, IN, IA, LA, ME, MD, MA, MI, NE, NV, NJ, NY, NC, OH, OK, OR, PA, RI, SC, TN, UT, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD