Unclaimed Profile

Todd Robert Schroeder

MONECO ADVISORS, LLC·FAIRFIELD, Connecticut

SIE, Series 7, Series 66CFPClean record22 years registeredMONECO ADVISORS, LLC

2150 POST ROAD, SUITE 201, FAIRFIELD, CT 06824CRD# 4664353Firm CRD# 171922

Profile Verification

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

Identity

Todd Robert Schroeder · FAIRFIELD, CT

Registration

CRD #4664353 · MONECO ADVISORS, LLC · 22 years registered

Brand Profile

Not yet started

Career History

MONECO ADVISORS

Sep 2021 – present

LPL FINANCIAL LLC

Sep 2021 – Sep 2021

New Canaan, CT

MML INVESTORS SERVICES, LLC

Mar 2017 – Sep 2021

STAMFORD, CT

MSI FINANCIAL SERVICES, INC.

Aug 2010 – Mar 2017

STAMFORD, CT

AMERIPRISE FINANCIAL SERVICES, INC.

Aug 2003 – Aug 2010

NORWALK, CT

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · August 29, 2003

Years registered · 22

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 Todd Robert Schroeder offer?

Todd Robert Schroeder specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, Connecticut for a consultation.

What are Todd Robert Schroeder's credentials?

Todd Robert Schroeder holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Todd Robert Schroeder located?

Todd Robert Schroeder is based in FAIRFIELD, Connecticut, working with MONECO ADVISORS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.

How does Todd Robert Schroeder charge for services?

Todd Robert Schroeder'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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