Moneco Advisors

Overview

Moneco Advisors is an SEC registered investment adviser based in Fairfield, CT, registered since 2014. It reports $2.3B in assets under management across 6,443 accounts, with 66 employees. It has 48 investment adviser representatives.

Reported AUM

$2.3B

Discretionary

99%

Accounts

6,443

Average account

$354K

Employees

66

Advisory reps

48

Registered since

2014

Jurisdictions

35

As reported in the firm's June 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 4

• Charles William Rocco Chief Executive Officer CRD 6039796
• Allison Elizabeth Loring Chief Compliance Officer CRD 5632900
• Derrek Lewis Metz Cwo CRD 4599680

1 more executive officer, with direct contact details

Advisory reps 3 of 48

• Henry George Aery Investment Adviser Rep CRD 8185002
• David Reed Ameden Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2741615
• Salim P Boutagy Insurance Agent · Investment Adviser Rep CRD 5428396

45 more advisory reps, with emails, phones and branch locations

Location

Headquarters

2150 Post Rd Ste 201
Fairfield, CT 06824

County

Greater Bridgeport

Metro area

Bridgeport-Stamford-Norwalk, CT

Region

Northeast

Registrations

• SEC registered
• Registered in 35 jurisdictions
• Website: monecoadvisors.com

Every state, with registration dates

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