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CFP
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CFP

Todd Schroeder

Moneco Advisors
23 Years of Experience
New Canaan, CT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Todd Schroeder is a CFP-designated registered investment advisor at Moneco Advisors, based in New Canaan, CT, with 23 years of industry experience. Todd is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,812 clients with $2.3B in assets under management.

Moneco Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
49 advisors
Number of Clients
2,812 clients
Average Client Portfolio
$811K average
Assets Under Management
$2.3B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Maximum annual fee is 2.00%, negotiated individually based on portfolio size, complexity, and services required.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

175 Elm Street, New Canaan, CT, 06840

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Todd operates his LPL business under the DBA MONECO New Canaan and provides investment advisory services through MONECO Advisors, spending full-time on these activities. He also engages in non-variable insurance sales through Daly Brokerage, dedicating minimal time.

Employment History
Current Registrations
Moneco Advisors
September 2021 - Present · 5 yrs 1 mo
LPL Financial LLCBroker
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
LPL Financial LLC
September 2021 - September 2021 · 0 mos
MML Investors Services, LLC
March 2017 - September 2021 · 4 yrs 6 mos
MML Investors Services, LLCBroker
March 2017 - September 2021 · 4 yrs 6 mos
Msi Financial Services, INC.
August 2010 - March 2017 · 6 yrs 7 mos
Msi Financial Services, INC.Broker
August 2010 - March 2017 · 6 yrs 7 mos
Ameriprise Financial Services, INC.
August 2003 - August 2010 · 7 yrs
Ameriprise Financial Services, INC.Broker
August 2003 - August 2010 · 7 yrs
Ids Life Insurance CompanyBroker
August 2003 - July 2006 · 2 yrs 11 mos
State Registrations20 states
CACOCTDCFLILINMAMDMEMTNCNJNYOKORPASCTXVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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