Frederick Joseph Russell

ChFC

49 Years 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

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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.

Employment History

Current Registrations

Moneco Advisors

July 2022 - Present · 3 yrs 7 mos

Previous Registrations

Royal Alliance Associates, INC.Broker

November 2018 - December 2020 · 2 yrs 1 mo

Acorn Consulting

April 2005 - December 2022 · 17 yrs 8 mos

Signator Investors, INC.

September 2004 - November 2010 · 6 yrs 2 mos

Signator Investors, INC.Broker

March 1976 - November 2018 · 42 yrs 8 mos

John Hancock Mutual Life Insurance CompanyBroker

March 1976 - May 1997 · 21 yrs 2 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.