Peter
Osborne
Moneco Advisors
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About this Advisor
Peter Osborne is a financial advisor based in Fairfield, Connecticut, working with Moneco Advisors. Peter has previously held positions at Lpl Financial LLC and Moneco Advisors. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut and Texas. Currently, Peter 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
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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
Peter Osborne Work History
Moneco Advisors
Lpl Financial LLC
Disclosures
Please visit the SEC profile of Peter Osborne 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
New Canaan, 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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