Paul
Farella

Moneco Advisors

CRD#6621195
Investment Advisor
in Fairfield, CT

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About this Advisor

Paul Farella is a financial advisor based in Fairfield, Connecticut, working with Moneco Advisors. Paul has previously held positions at Adcm, LLC Dba Alexandra Dest Capital Management, Adcm, LLC Dba Willow, and Moneco Advisors Dba Willow. Paul has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Paul 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

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

2150 Post Road, Suite 201
Fairfield, CT 06824

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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

Paul Farella Work History

2023 - Present (1 year)

Moneco Advisors Dba Willow

2021 - 2023 (2 years)

Adcm, LLC Dba Willow

2019 - 2021 (2 years)

Adcm, LLC Dba Willow

2016 - 2019 (3 years)

Adcm, LLC Dba Alexandra Dest Capital Management

2009 - 2016 (7 years)

Adcm, LLC Dba Alexandra Dest Capital Management

Disclosures

Please visit the SEC profile of Paul Farella 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

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