TrueAdvisor
TrueAdvisor
EJ
EJ

Eric Carl Johnson

Moneco Advisors
18 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth
Moneco Advisors
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

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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Employment History
Current Registrations
Moneco Advisors
March 2018 - Present · 7 yrs 11 mos
Previous Registrations
Strategic Wealth Advisors Group
July 2016 - March 2018 · 1 yr 8 mos
Strategic Wealth Advisors Group
October 2014 - July 2016 · 1 yr 9 mos
LPL Financial LLCBroker
July 2013 - July 2021 · 8 yrs
Citigroup Global Markets INC.Broker
September 2003 - June 2005 · 1 yr 9 mos
Citigroup Global Markets INC.
September 2003 - June 2005 · 1 yr 9 mos
American Skandia Advisory Services, INC.
February 2003 - August 2003 · 6 mos
American Skandia Marketing, INC.Broker
July 1999 - August 2003 · 4 yrs 1 mo
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.