Unclaimed Profile

Christopher Jon Neubert

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut

SIE, Series 1, Series 7, Series 24, Series 31, Series 51, Series 63CFPClean record32 years registeredMONECO ADVISORS, LLC

2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 834944Firm CRD# 171922

Profile Verification

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

Identity

Christopher Jon Neubert · FAIRFIELD, CT

Registration

CRD #834944 · MONECO ADVISORS, LLC · 32 years registered

Brand Profile

Not yet started

Career History

MONECO ADVISORS

Aug 2014 – present

MONECO

Jan 2005 – Aug 2014

FAIRFIELD, CT

MONECO

Sep 2003 – Dec 2004

SOUTHPORT, CT

LPL FINANCIAL LLC

Feb 1994 – Oct 2015

EASTON, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 1

Series 7

Series 24

Series 31

Series 51

Series 63

Registration record

First registered · February 23, 1994

Years registered · 32

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

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

Speak with Christopher

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Christopher is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in FAIRFIELD?

Browse all registered financial advisors in FAIRFIELD, Connecticut or claim this profile if it's yours.

Browse FAIRFIELD Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Christopher Jon Neubert offer?

Christopher Jon Neubert specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Christopher Jon Neubert's credentials?

Christopher Jon Neubert holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Christopher Jon Neubert located?

Christopher Jon Neubert is based in FAIRFIELD, Connecticut, working with MONECO ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Christopher Jon Neubert charge for services?

Christopher Jon Neubert'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →