Christopher W Levene

CFP

1 Year of Experience

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

Get directions

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.

Employment History

Current Registrations

Moneco Advisors

July 2024 - Present · 1 yr 7 mos

State Registrations3 states

CTMATX

Advisor

Exams

No exam information available for this advisor.