BL
BL

Brian Curhan Lichtenstein

31 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

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

Brian is the CEO of Lichtenstein Tax Consultants LLC, an agent selling non-variable insurance, and a business owner selling custom martial art clothing. He also owns a real estate rental business and provides investment advisory services through Moneco Advisors LLC, dedicating nearly full-time hours to this activity and his LPL business.

Employment History
Current Registrations
Moneco Advisors
November 2023 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
November 2023 - Present · 2 yrs 3 mos
Previous Registrations
Securities America Advisors, INC.
December 2007 - November 2023 · 15 yrs 11 mos
Securities America, INC.Broker
December 2007 - November 2023 · 15 yrs 11 mos
Bannon, Ohanesian & Lecours, INC.Broker
January 1996 - December 2007 · 11 yrs 11 mos
Bannon Ohanesian & Lecours, INC.
May 1994 - December 2007 · 13 yrs 7 mos
State Registrations25 states
CACOCTDCFLMAMDMEMIMNMTNCNHNJNYOHORPARISCTNTXVAVTWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brian Curhan Lichtenstein - Financial Advisor | TrueAdvisor