Colleen
Galushko
Moneco Advisors
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About this Advisor
Colleen Galushko is a financial advisor based in Wallingford, Connecticut, working with Moneco Advisors. Colleen has previously held positions at Lpl Financial, LLC (formerly Linsco/Private Ledger Corp.) and Moneco Advisors, LLC. Colleen has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Colleen is part of Moneco Advisors, which operates out of Wallingford, Connecticut. The firm has 7 offices and 61 employees. The firm manages assets totaling $1.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and other services. The fee structure at Moneco Advisors includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Moneco Advisors Brokerage Details
$1,472,025,988
61
5,152
$285,719
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Colleen Galushko Work History
Moneco Advisors, LLC
Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)
Disclosures
Please visit the SEC profile of Colleen Galushko 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
Fairfield, CT
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Fairfield, CT
Pittsfield, MA
Fairfield, CT
Fairfield, CT
The content in this profile was updated by SmartAsset on 6/19/2024. 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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