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CFP

Rudolf Weiss

Moneco Advisors
45 Years of Experience
Fairfield, CT
BrokerSells Insurance
View SEC Summary
View SEC Summary

Rudolf Weiss is a CFP-designated registered investment advisor at Moneco Advisors, based in Fairfield, CT, with 45 years of industry experience. Rudolf 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

2150 Post Road, Suite 201, Fairfield, CT, 06824

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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

Rudolf sells life, disability, and fixed annuity insurance products, dedicating minimal time to this activity. He also provides investment advisory services through Moneco Advisors LLC, spending nearly full-time hours on this activity.

Employment History
Current Registrations
Moneco Advisors
January 2021 - Present · 5 yrs 9 mos
LPL Financial LLC
January 2021 - Present · 5 yrs 9 mos
LPL Financial LLCBroker
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Reby Advisors, LLC
April 2015 - January 2021 · 5 yrs 9 mos
Triad Advisors LLCBroker
March 2015 - January 2021 · 5 yrs 10 mos
Metlife Securities INC.
December 2005 - February 2015 · 9 yrs 2 mos
Metlife Securities INC.Broker
December 2005 - February 2015 · 9 yrs 2 mos
Metropolitan Life Insurance CompanyBroker
December 2005 - July 2007 · 1 yr 7 mos
Lincoln Financial Advisors Corporation
May 1998 - December 2005 · 7 yrs 7 mos
Lincoln Financial Advisors CorporationBroker
May 1985 - December 2005 · 20 yrs 7 mos
The Lincoln National Life Insurance CompanyBroker
May 1985 - December 2005 · 20 yrs 7 mos
Lincoln National Pension Insurance CompanyBroker
May 1985 - January 1989 · 3 yrs 8 mos
Cardell & Associates, IncorporatedBroker
June 1983 - April 1985 · 1 yr 10 mos
Anchor National Financial Services, INC.Broker
March 1982 - June 1983 · 1 yr 3 mos
First Investors CorporationBroker
November 1980 - March 1982 · 1 yr 4 mos
State Registrations16 states
AZCTFLGAILINMAMINCNHNJNYSCTNVTWA
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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