Moneco Advisors, LLC
● SEC registered since 2014CRD 171922SEC# 801-80027Fairfield, CT
Reg. AUM
$2.28B
Employees
66
Accounts
6,443
Location
Fairfield, CT
Moneco Advisors, LLC assets under management
Moneco Advisors, LLC operates as an SEC-registered investment adviser based in Fairfield, CT. The firm has been registered since 2014. It reports $2.3 billion in regulatory assets under management and employs 66 people.
Moneco Advisors, LLC owners & executives
12 reported| 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 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Moneco Advisors, LLC manage?
Moneco Advisors, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Moneco Advisors, LLC have?
Moneco Advisors, LLC reports 66 employees.
Where is Moneco Advisors, LLC located?
Moneco Advisors, LLC is based in Fairfield, CT and has been SEC-registered since 2014.
Does Moneco Advisors, LLC disclose fund performance?
Moneco Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$2.28B▲ 55%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 21%
Larger than 79% of 16,271 advisers
EmployeesTop 10%
More than 90% of 16,825 advisers
Assets under management
$2.28Bregulatory AUM
Discretionary $2.26BNon-discretionary $20.6M