Colleen
Galushko

Moneco Advisors

CRD#2139050
Investment Advisor
in Wallingford, CT

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About this Advisor

Colleen Galushko is a financial advisor based in Wallingford, Connecticut with a total of 4 years of industry experience. Galushko currently works for Moneco Advisors. Throughout their career, Galushko has worked at Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.) and Moneco Advisors, LLC. Galushko holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in Connecticut. Moneco Advisors is an advisory business that has its headquarters in Fairfield, CT. It has offices in six locations and a total of 49 financial advisors. It manages $1 billion in assets under management across its 4,015 accounts, making it one of the bigger financial advisory firms in the nation by assets under management. Of its 4,015 accounts, 22% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Moneco Advisors offers a wide set 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 fee schedules largely depend on which services are offered. However, fee types charged by Moneco Advisors most likely consist of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

4 years

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

40 Country Way
Wallingford, CT 06492

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Moneco Advisors Brokerage Details

Total Assets Under Management

$1,032,293,927

CT Average: $5,297,377,271
Total Number of Employees

49

CT Average: 35
Total Number of Accounts

4,015

CT Average: 690
Average Account Size

$257,109

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

Colleen Galushko Work History

Colleen has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

Moneco Advisors, LLC

2005 - Present (19 years)

Lpl Financial, LLC (Formerly: Linsco/Private Ledger Corp.)

*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 Colleen Galushko 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

Jose Vivero
Fairfield, CT
Charles Rocco
Fairfield, CT
Derrek Metz
New Canaan, CT
Jason Hyde
Fairfield, CT
Stephanie Van Albert
Fairfield, CT
Todd Schroeder
Fairfield, CT
Salim Boutagy
Fairfield, CT
David Katz
Easton, 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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