Moneco Advisors
Financial Services • 
Fairfield, Connecticut, United States • 51-100 Employees
Company overview
| Headquarters | 2150 Post Rd, Fairfield, Connecticut 06824, US |
| Phone number | +12033193554 |
| Website | |
| NAICS | 52 |
| SIC | 628 |
| Keywords | Financial Advisor, Tax Planning, Wealth Management, Retirement Planning, Financial Planning, Estate Planning |
| Founded | 1980 |
| Employees | 51-100 |
| Socials |
Key Contacts at Moneco Advisors
Deirdre Childs
Director Of Marketing
Peter Osborne
Director Of Investment Management & Financial Advisor
Allison Loring
Director Of Compliance / Chief Compliance Officer
Noreen Mcgorty
Director Of Operations
Joanna Russell
Partner And Director Of Client Services
Frederick Russell
Managing Director
Moneco Advisors Email Formats
Moneco Advisors uses 4 email formats. The most common is {first initial} (e.g., j@monecoadvisors.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@monecoadvisors.com | 63.6% |
{first name} | john@monecoadvisors.com | 18.2% |
{first name}.{last name} | john.doe@monecoadvisors.com | 9.1% |
{first name}{last name} | johndoe@monecoadvisors.com | 9.1% |
About Moneco Advisors
We have always believed that clients deserve more from their advisors. We built our firm to provide truly client-centric service: in-depth financial planning that puts each client’s needs, priorities, and goals at the center of our relationships. Today, our multigenerational team works collaboratively to address the complete financial lives of our clients—from answering general questions to solving the most complex wealth management challenges. We’ve spent decades refining our client-driven approach and commitment to providing objective, unbiased support. We strive to use our diverse experience, vast resources, and our deep understanding to help give you confidence that your financial future is in good hands. Office locations in Fairfield CT, New Canaan CT, Glastonbury CT, Hamden CT, Westchester, The Berkshires and Bergen County. Securities offered through LPL Financial, Member SIPC www.sipc.org. Investment Advice offered through Moneco Advisors, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which Moneco is registered to do business, please visit www.monecoadvisors.com.
Moneco Advisors revenue & valuation
| Annual revenue | $17,900,000 |
| Revenue per employee | $331,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $57,100,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Moneco Advisors has 26 employees across 6 departments.
Departments
Number of employees
Moneco Advisors Tech Stack
Discover the technologies and tools that power Moneco Advisors's digital infrastructure, from frameworks to analytics platforms.
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Analytics
Sweden
United Kingdom
Austria
Syrian Arab Republic
Australia
Frequently asked questions
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