Charles
Rocco
Moneco Advisors
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About this Advisor
Charles Rocco is a certified financial planner working in Fairfield, Connecticut, with 5 years of industry experience. Rocco currently works for Moneco Advisors. Throughout their career, Rocco has worked at Rocco & Associates Wealth Management, Lpl Financial LLC, Strategic Wealth Advisors Group and Moneco Advisors, LLC (Dba: Moneco Advisors). Rocco has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Connecticut and Texas. Moneco Advisors is a business that has its headquarters in Fairfield, CT. The firm has offices in six locations and a total of 49 financial advisors. It manages $1 billion in assets between its 4,015 client accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 4,015 client accounts, 22% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fees are based on which services the firm provides the client. Fee types charged by Moneco Advisors can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moneco Advisors Brokerage Details
$1,032,293,927
49
4,015
$257,109
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Charles Rocco Work History
Charles has been registered as a financial advisor for 5 years.*
Moneco Advisors, LLC (Dba: Moneco Advisors)
Lpl Financial LLC
Strategic Wealth Advisors Group
Rocco & Associates Wealth Management
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Rocco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Moneco Advisors
Fairfield, CT
Fairfield, CT
New Canaan, CT
Fairfield, CT
Fairfield, CT
Easton, CT
Fairfield, CT
Fairfield, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
