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David Reed Ameden

29 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

David is a part-owner of a rental property and operates under the DBA Moneco Advisors. He also sells life, disability, long-term care, fixed annuity, and health insurance through Highland Capital Brokerage, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Moneco Advisors
September 2014 - Present · 11 yrs 5 mos
LPL Financial LLC
May 1996 - Present · 29 yrs 9 mos
LPL Financial LLCBroker
May 1996 - Present · 29 yrs 9 mos
Previous Registrations
Moneco
January 2005 - August 2014 · 9 yrs 7 mos
Moneco
September 2003 - December 2004 · 1 yr 3 mos
LPL Financial LLC
February 1997 - December 2016 · 19 yrs 10 mos
State Registrations8 states
CACTFLGAMANJNYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Reed Ameden - Financial Advisor | TrueAdvisor