Jose
Vivero

Moneco Advisors

CRD#6491974
Investment Advisor
in Fairfield, CT

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About this Advisor

Jose Vivero is a financial advisor who works out of Fairfield, Connecticut with a total of 3 years of industry experience. Vivero is an advisor for Moneco Advisors. Throughout their career, Vivero has worked at Western Ct State University, Wells Fargo, Wells Fargo Clearing Services LLC, Mass Mutual Life Insurance Company, Mml Investors Services, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, Lpl Financial, LLC and Moneco Advisors. Vivero holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in Connecticut. Moneco Advisors is a financial advisory company that has its headquarters in Fairfield, CT. The investment advisory business has offices in six locations and a total of 49 financial advisors. It has $1 billion in assets across its 4,015 customer accounts, making it one of the bigger firms in the nation by assets under management. Of its 4,015 customer accounts, 22% belong to high-net-worth individuals who have at least $1 million in assets. The business has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Fees for financial advisory services typically depend on which services the firm provides the client. Fees billed by Moneco Advisors may include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

3 years

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

2150 Post Road, Suite 201
Fairfield, CT 06824

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Moneco Advisors Brokerage Details

Total Assets Under Management

$1,032,293,927

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

49

CT Average: 35
Total Number of Accounts

4,015

CT Average: 690
Average Account Size

$257,109

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

Jose Vivero Work History

Jose has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Lpl Financial, LLC

2020 - Present (4 years)

Moneco Advisors

2019 - 2020 (1 year)

Northwestern Mutual Life Insurance Company

2019 - 2020 (1 year)

Northwestern Mutual Investment Services LLC

2019 - 2020 (1 year)

Northwestern Mutual Wealth Management Company

2018 - 2019 (1 year)

Mass Mutual Life Insurance Company

2018 - 2019 (1 year)

Mml Investors Services

2017 - 2019 (2 years)

Western Ct State University

2016 - 2018 (2 years)

Wells Fargo Clearing Services LLC

2013 - 2018 (5 years)

Wells Fargo

*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 Jose Vivero 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

Jose Vivero
Fairfield, CT
Derrek Metz
New Canaan, CT
Charles Rocco
Fairfield, CT
Jason Hyde
Fairfield, CT
Salim Boutagy
Fairfield, CT
Stephanie Van Albert
Fairfield, CT
Todd Schroeder
Fairfield, CT
David Katz
Easton, 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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