Nicholas
Desousa
Moneco Advisors
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About this Advisor
Nicholas Desousa is a financial advisor based in Fairfield, Connecticut, working with Moneco Advisors. Nicholas has previously held positions at Well Fargo Bank Na, Wells Fargo Advisors, LLC, Wells Fargo Clearing Services, LLC, Mjp Associates, Inc, Lpl Financial, LLC, and Moneco Advisors, LLC. Nicholas has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Connecticut and Rhode Island. Currently, Nicholas is part of Moneco Advisors, which operates out of Fairfield, 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
Nicholas Desousa Work History
Lpl Financial, LLC
Moneco Advisors, LLC
Mjp Associates, Inc
Wells Fargo Clearing Services, LLC
Well Fargo Bank Na
Wells Fargo Advisors, LLC
Disclosures
Please visit the SEC profile of Nicholas Desousa 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
Fairfield, CT
Pittsfield, MA
Fairfield, CT
Fairfield, CT
Fairfield, CT
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