William
Shafransky
Moneco Advisors
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About this Advisor
William Shafransky is a financial advisor operating out of Fairfield, Connecticut. Shafransky is currently employed by Moneco Advisors. Over the course of their career, they have held roles at Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Company, Housatonic Community College, University Of Connecticut, Kindred Spirits &Wine, Moneco Advisors, LLC and Lpl Financial. Shafransky has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to operate in Connecticut. Moneco Advisors is a registered investment company that has its headquarters in Fairfield, CT. The firm has offices in six locations and a total of 49 employees. It has $1 billion in assets under management across its 4,015 accounts, making it one of the larger firms in the country by assets under management. Of its 4,015 accounts, 22% belong to high-net-worth clients who have at least $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. A financial advisor's fees usually depend on which services the firm provides the client. However, fees charged by Moneco Advisors may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Moneco Advisors Brokerage Details
$1,032,293,927
49
4,015
$257,109
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
William Shafransky Work History
William has been registered as a financial advisor for 0 years.*
Moneco Advisors, LLC
Lpl Financial
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
University Of Connecticut
University Of Connecticut
Housatonic Community College
Kindred Spirits &Wine
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Shafransky 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
New Canaan, CT
Fairfield, CT
Fairfield, CT
Fairfield, CT
Fairfield, CT
Easton, CT
Fairfield, CT
The content in this profile was updated by SmartAsset on 4/16/2023. 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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