Unclaimed Profile

Peter Charles Osborne

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut

SIE, Series 7, Series 24, Series 31, Series 63, Series 65Clean record28 years registeredMONECO ADVISORS, LLC

2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 2153272Firm CRD# 171922

Profile Verification

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

Identity

Peter Charles Osborne · FAIRFIELD, CT

Registration

CRD #2153272 · MONECO ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

MONECO ADVISORS

Oct 2017 – present

LPL FINANCIAL LLC

May 2003 – present

A. G. EDWARDS & SONS, INC.

Aug 1997 – Jun 2003

SOUTHPORT, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Series 65

Registration record

First registered · August 25, 1997

Years registered · 28

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 Peter Charles Osborne offer?

Peter Charles Osborne specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Peter Charles Osborne's credentials?

Peter Charles Osborne is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Charles Osborne located?

Peter Charles Osborne is based in FAIRFIELD, Connecticut, working with MONECO ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Peter Charles Osborne charge for services?

Peter Charles Osborne'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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