Unclaimed Profile

Joanna Ellen Russell

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut

SIE, Series 7, Series 65CFPClean record11 years registeredMONECO ADVISORS, LLC

2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 5659222Firm CRD# 171922

Profile Verification

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

Identity

Joanna Ellen Russell · FAIRFIELD, CT

Registration

CRD #5659222 · MONECO ADVISORS, LLC · 11 years registered

Brand Profile

Not yet started

Career History

MONECO ADVISORS

Jul 2022 – present

ACORN CONSULTING

Sep 2014 – Dec 2022

PARAMUS, NJ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Registration record

First registered · September 22, 2014

Years registered · 11

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

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Frequently Asked Questions

What services does Joanna Ellen Russell offer?

Joanna Ellen Russell specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Joanna Ellen Russell's credentials?

Joanna Ellen Russell holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Joanna Ellen Russell located?

Joanna Ellen Russell is based in FAIRFIELD, Connecticut, working with MONECO ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Joanna Ellen Russell charge for services?

Joanna Ellen Russell'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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