Unclaimed Profile

Salim P Boutagy

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut

SIE, Series 7, Series 9, Series 66CFPClean record16 years registeredMONECO ADVISORS, LLC

2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 5428396Firm CRD# 171922

Profile Verification

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

Identity

Salim P Boutagy · FAIRFIELD, CT

Registration

CRD #5428396 · MONECO ADVISORS, LLC · 16 years registered

Brand Profile

Not yet started

Career History

MONECO ADVISORS

Jan 2023 – present

GRATUS CAPITAL, LLC

Mar 2022 – Jan 2023

Trumbull, CT

CONGRESS WEALTH MANAGEMENT LLC

Oct 2020 – Mar 2022

Westport, CT

CONGRESS WEALTH MANAGEMENT LLC

Apr 2017 – Dec 2020

WESTPORT, CT

WELLS FARGO CLEARING SERVICES, LLC

Jun 2013 – Apr 2017

WESTPORT, CT

MORGAN STANLEY SMITH BARNEY LLC

Feb 2010 – Jul 2010

NEW YORK, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 66

Registration record

First registered · February 22, 2010

Years registered · 16

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 Salim P Boutagy offer?

Salim P Boutagy specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Salim P Boutagy's credentials?

Salim P Boutagy holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Salim P Boutagy located?

Salim P Boutagy is based in FAIRFIELD, Connecticut, working with MONECO ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Salim P Boutagy charge for services?

Salim P Boutagy'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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