Rudolf
Weiss

Moneco Advisors

CRD#718305
Investment Advisor
in Fairfield, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rudolf Weiss is a financial advisor based in Fairfield, Connecticut, working with Moneco Advisors. Rudolf has previously held positions at Metropolitan Life Insurance Company, Metlife Securities, Triad Advisors, Inc, Reby Advisors, LLC, Lpl Financial, LLC, and Moneco Advisors LLC. Rudolf has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, Rudolf 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 63, CERTIFIED FINANCIAL PLANNER™

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

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

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

Rudolf Weiss Work History

2021 - Present (3 years)

Lpl Financial, LLC

2021 - Present (3 years)

Moneco Advisors LLC

2015 - 2020 (5 years)

Triad Advisors, Inc

2015 - 2020 (5 years)

Reby Advisors, LLC

2005 - 2015 (10 years)

Metropolitan Life Insurance Company

2005 - 2015 (10 years)

Metlife Securities

Disclosures

Please visit the SEC profile of Rudolf Weiss 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
Timothy Hickey
Fairfield, CT
Allison Loring
Pittsfield, MA
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started