CG
CG

Colleen Killeen Galushko

26 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
2,822 clients
Average Client Portfolio
$679K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:$10K
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Location

101 North Plains Industrial Road, Building #3, Unit #1, Wallingford, CT, 06492

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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

Colleen spends a significant amount of time on investment-related activities through Moneco Advisors, LLC. She also provides term and whole life insurance and is a referral partner for Maple Leaf Insurance Services, LLC, and works with Northeast Brokerage Inc.

Employment History
Current Registrations
Moneco Advisors
September 2019 - Present · 6 yrs 5 mos
LPL Financial LLCBroker
March 2005 - Present · 20 yrs 11 mos
LPL Financial LLC
March 2005 - Present · 20 yrs 11 mos
Previous Registrations
LPL Financial LLC
March 2005 - October 2020 · 15 yrs 7 mos
Banc of America Investment Services, INC.
October 2004 - March 2005 · 5 mos
Banc of America Investment Services, INC.Broker
October 2004 - March 2005 · 5 mos
Quick & Reilly, INC.
June 2004 - October 2004 · 4 mos
Quick & Reilly, INC.Broker
April 2004 - October 2004 · 6 mos
Essex National Securities, INC.Broker
June 2001 - March 2004 · 2 yrs 9 mos
First Union Securities, INC.Broker
October 2000 - June 2001 · 8 mos
First Union Brokerage Services, INC.Broker
October 1999 - October 2000 · 1 yr
Bankboston Investor Services, INC.Broker
March 1999 - September 1999 · 6 mos
State Registrations7 states
CTFLMANCNJNYSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.