Unclaimed Profile

Arthur J Kelleher

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut

SIE, Series 7, Series 24, Series 31, Series 66CFP26 years registeredMONECO ADVISORS, LLC

2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 4137144Firm CRD# 171922

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Arthur J Kelleher · FAIRFIELD, CT

Registration

CRD #4137144 · MONECO ADVISORS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MONECO ADVISORS

Oct 2017 – present

LPL FINANCIAL LLC

Jun 2004 – present

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Jun 2000 – May 2004

NEW HAVEN, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 66

Registration record

First registered · June 23, 2000

Years registered · 26

Professional designation · CFP

Disclosure History

2015Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

MONECO ADVISORS, LLC

CRD 171922 · SEC 801-80027

AUM

$1.5B

Regulatory assets under management

Employees

5,152 client accounts

Services offered by MONECO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MONECO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Arthur J Kelleher offer?

Arthur J Kelleher specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Arthur J Kelleher's credentials?

Arthur J Kelleher holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Arthur J Kelleher located?

Arthur J Kelleher is based in FAIRFIELD, Connecticut, working with MONECO ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Arthur J Kelleher charge for services?

Arthur J Kelleher's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MONECO ADVISORS, LLC?

MONECO ADVISORS, LLC has approximately 61 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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