Timothy
Hickey

Moneco Advisors

CRD#6597009
Investment Advisor
in Fairfield, CT

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About this Advisor

Timothy Hickey is a financial advisor based in Fairfield, Connecticut, working with Moneco Advisors. Timothy has previously held positions at Massmutual Life Insurance Company, Mclaughlin Capital LLC, Mml Investor Services, LLC, Ubs Financial Services, Securities America, Inc, Securities America Advisors, Lpl Financial, Moneco Advisors, LLC Dba Lichtenstein Financial, and National Planning Corporation. Timothy has passed the Series 66 regulatory exam and is registered to provide services in Connecticut and Texas. Currently, Timothy 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 66, 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

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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

Timothy Hickey Work History

2023 - Present (1 year)

Lpl Financial

2023 - Present (1 year)

Moneco Advisors, LLC Dba Lichtenstein Financial

2017 - 2017 (< 1 year)

Ubs Financial Services

2017 - 2023 (6 years)

Securities America, Inc

2017 - 2023 (6 years)

Securities America Advisors

2017 - 2017 (< 1 year)

National Planning Corporation

2016 - 2017 (1 year)

Mml Investor Services, LLC

2015 - 2017 (2 years)

Massmutual Life Insurance Company

2013 - 2015 (2 years)

Mclaughlin Capital LLC

Disclosures

Please visit the SEC profile of Timothy Hickey 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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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.

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