Colleen
Galushko

Moneco Advisors

CRD#2139050
Investment Advisor
in Wallingford, CT

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

101 North Plains Industrial Road Building #3, Unit #1
Wallingford, CT 06492

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Moneco Advisors Brokerage Details

Total Assets Under Management

$1,472,025,988

CT Average: $5,297,377,271
Total Number of Employees

61

CT Average: 35
Total Number of Accounts

5,152

CT Average: 690
Average Account Size

$285,719

CT Average: $7,677,358

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

2019 - Present (5 years)

Moneco Advisors, LLC

2005 - Present (19 years)

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

Charles Maclean
Fairfield, CT
David Plouffe
Fairfield, CT
Nicholas Desousa
Fairfield, CT
Allison Loring
Pittsfield, MA
Timothy Hickey
Fairfield, CT
Salim Boutagy
Fairfield, CT
Jose Vivero
Fairfield, CT
Charles Rocco
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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