Moneco Advisors, Llc
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 171922
· SEC file 801-80027
· Fairfield, CT
· www.youtube.com
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ADV data as of Jun 08, 2026
- Regulatory AUM
- $2.3B
- Discretionary
- $2.3B
- Clients
- 2,812
- Avg AUM / client
- $811K
- Accounts
- 6,443
- Employees
- 66
AUM over time
$0
$2.3B
Jun 2014
Jun 2026
Annual snapshots from Form ADV filings · as of Jun 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2,019 | $526M | 23.1% |
| High net worth individuals | 762 | $1.7B | 74.7% |
| Pension and profit sharing plans | 7 | $24.6M | 1.08% |
| Charitable organizations | 15 | $25.1M | 1.1% |
| Corporations and other businesses | 9 | $2.4M | 0.11% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Southwest Community Health Center, Inc. 403(b) Plan Southwest Community Health Center, Inc. | Bridgeport, CT | 2024 |
| Queens Law Associates 401(k) Plan Queens Law Associates Not For Profit Corporation Dba Queens Defenders | 2024 |
People (49)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David James Lincoln | Partner | Aug 2013 (13y) | 5% – 10% | |
| John Maxwell Rosenau | Partner | CFP | Aug 2013 (13y) | 5% – 10% |
| Christopher Jon Neubert | Partner | CFP | Aug 2014 (12y) | 5% – 10% |
| David Reed Ameden | Partner | Sep 2014 (12y) | Less than 5% | |
| Dana Seth Preis | Partner | Chartered Financial Consultant | Nov 2014 (12y) | Less than 5% |
| Jason Adam Hyde | Partner | Mar 2015 (11y) | Less than 5% | |
| Arthur J Kelleher | Partner | CFP | Oct 2017 (9y) | Less than 5% |
| Peter Charles Osborne | Partner | Oct 2017 (9y) | Less than 5% | |
| Charles William Rocco | Partner | CFP | Mar 2018 (8y) | 10% – 25% |
| Eric Carl Johnson | Partner | Mar 2018 (8y) | Less than 5% | |
| Colleen Killeen Galushko | Partner | Sep 2019 (7y) | Less than 5% | |
| Thompson, Virginia, L | Partner | Dec 2019 (7y) | Less than 5% | |
| Gregory Scott Flynn | Partner | Dec 2019 (7y) | 5% – 10% | |
| Rudolf John Weiss | Partner | CFP | Jan 2021 (6y) | Less than 5% |
| Derrek Lewis Metz | Partner | Sep 2021 (5y) | 10% – 25% | |
| Todd Robert Schroeder | Partner | CFP | Sep 2021 (5y) | 5% – 10% |
| Mcgorty, Noreen, Marie | Chief Compliance Officer | Jan 2022 (5y) | Less than 5% | |
| Joanna Ellen Kopsaftis | Partner | CFP | Jul 2022 (4y) | Less than 5% |
| Salim P Boutagy | Partner | CFP | Jan 2023 (4y) | Less than 5% |
| Paul Alexander Farella | Partner | Oct 2023 (3y) | Less than 5% | |
| Timothy Joseph Hickey | Partner | CFP | Nov 2023 (3y) | Less than 5% |
| Sandra Lee Neubert | Registered representative | Aug 2014 (12y) | ||
| David Katz | Registered representative | Oct 2014 (12y) | ||
| Stephanie Leigh Van Albert | Registered representative | CFP | Oct 2020 (6y) | |
| Charles Douglas Maclean | Registered representative | Sep 2021 (5y) | ||
| Frederick Joseph Russell | Registered representative | Chartered Financial Consultant | Jul 2022 (4y) | |
| William Michael Shafransky | Registered representative | CFP | Mar 2023 (3y) | |
| Lydia Alexandra Renders | Registered representative | Sep 2023 (3y) | ||
| Allison Elizabeth Loring | Registered representative | Nov 2023 (3y) | ||
| David Plouffe | Registered representative | CFP | Apr 2024 (2y) | |
| Christopher W Levene | Registered representative | CFP | Jul 2024 (2y) | |
| Allen H Hodys | Registered representative | CFP | Oct 2024 (2y) | |
| Byrke Joseph Sestok | Registered representative | CFP | Oct 2024 (2y) | |
| Vern Clarence Hayden | Registered representative | CFP | Oct 2024 (2y) | |
| William Nicholas Brancaccio | Registered representative | CFP | Oct 2024 (2y) | |
| Kyle James Scafariello | Registered representative | Nov 2024 (2y) | ||
| Matthew Keys | Registered representative | Mar 2025 (1y) | ||
| Dylan R Raver | Registered representative | Oct 2025 (1y) | ||
| Henry George Aery | Registered representative | Dec 2025 (1y) | ||
| Michelle Denise De Filippo | Registered representative | CFP | Jan 2026 (1y) | |
| David Julian Karachuk | Registered representative | CFP CFA | Mar 2026 (0y) | |
| Keith J. Kolinsky | Registered representative | CFP Chartered Financial Consultant | Apr 2026 (0y) | |
| Lila Sullivan | Registered representative | Apr 2026 (0y) | ||
| Ryan Patrick Carroll | Registered representative | Apr 2026 (0y) | ||
| Allie Koch | Registered representative | Apr 2026 (0y) | ||
| Joseph Anthony Tatusko | Registered representative | CFP CFA | May 2026 (0y) | |
| Timothy G Tymniak | Registered representative | May 2026 (0y) | ||
| Eric Michael Minowitz | Registered representative | Jun 2026 (0y) | ||
| Kyle Cirillo | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 55% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Southwest Community Health Center, Inc. 403(b) Plan | Southwest Community Health Center, Inc. | 304 | $11.7M | 08/01/2024 |
| Queens Law Associates 401(k) Plan | Queens Law Associates Not For Profit Corporation Dba Queens Defenders | 237 | $21.1M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/08/2026 | 1.14 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- LPL Financial $1.6B (68% of AUM) Jun 2026
- Fidelity Brokerage Services $259M (11% of AUM) Jun 2026
- Charles Schwab & Co. $226M (10% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 08, 2026.
View current Form ADV (SEC/IAPD) ↗