| Name | Title | Ownership | Since |
|---|---|---|---|
| Allison Elizabeth Loring Control | Chief Compliance Officer | Under 5% | 2024 |
| Charles William Rocco Control | Chief Executive Officer | Under 5% | 2019 |
| Derrek Lewis Metz Control | Cwo | Under 5% | 2023 |
Moneco Advisors, LLC reports $1.9 billion in regulatory assets under management on its Form ADV.
Moneco Advisors, LLC reports 65 employees.
Moneco Advisors, LLC is based in Fairfield, CT and has been SEC-registered since 2014.
Moneco Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2150 Post Road, Suite 201, Fairfield, CT 06824 |
| Phone | 203-319-3550 |
| Fax | 203-319-3554 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1765690 |
| Discloses disciplinary history | Yes |
| Discretionary | $1.9B |
| Non-discretionary | $19.1M |
| Total (RAUM) | $1.92B |