John Monaco is a PFS-designated registered investment advisor, based in Patterson, NY, with 26 years of industry experience.
Location
2190 Rt. 22, Patterson, NY, 12563-5907
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John is the president of John R. Monaco, CPA, PC, an accounting and bookkeeping firm, and spends a significant amount of time as a Trusted Advisor. He is also a health insurance sales representative for MVP Health Care, primarily for his own account, and dedicates minimal time to this. Finally, John uses "John R. Monaco & Company" as a DBA for advertising purposes, merging his accounting/tax practice and investment services business, taking nearly full-time hours.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
State Registrations14 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.