Salim
Boutagy
Moneco Advisors
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About this Advisor
Salim Boutagy is a financial advisor based in Fairfield, Connecticut, working with Moneco Advisors. Salim has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, Congress Wealth Management, LLC, Gratus Capital LLC, and Moneco Advisors, LLC. Salim has passed the Series 66 regulatory exam and is registered to provide services in Connecticut. Currently, Salim 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
Salim Boutagy Work History
Moneco Advisors, LLC
Gratus Capital LLC
Congress Wealth Management, LLC
Congress Wealth Management, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Salim Boutagy 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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