Unclaimed Profile

Rudolf John Weiss

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut

SIE, Series 6, Series 7, Series 22, Series 63CFPClean record28 years registeredMONECO ADVISORS, LLC

2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 718305Firm CRD# 171922

Profile Verification

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

Identity

Rudolf John Weiss · FAIRFIELD, CT

Registration

CRD #718305 · MONECO ADVISORS, LLC · 28 years registered

Brand Profile

Not yet started

Career History

MONECO ADVISORS

Jan 2021 – present

LPL FINANCIAL LLC

Jan 2021 – present

REBY ADVISORS, LLC

Apr 2015 – Jan 2021

DANBURY, CT

METLIFE SECURITIES INC.

Dec 2005 – Feb 2015

STAMFORD, CT

LINCOLN FINANCIAL ADVISORS CORPORATION

May 1998 – Dec 2005

TARRYTOWN, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 22

Series 63

Registration record

First registered · May 14, 1998

Years registered · 28

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 Rudolf John Weiss offer?

Rudolf John Weiss specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Rudolf John Weiss's credentials?

Rudolf John Weiss holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Rudolf John Weiss located?

Rudolf John Weiss is based in FAIRFIELD, Connecticut, working with MONECO ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Rudolf John Weiss charge for services?

Rudolf John Weiss'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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