| Entity Name: | MONECO ADVISORS, LLC |
| Jurisdiction: | Connecticut |
| Legal type: | LLC |
| Citizenship: | Domestic |
| Status: | Active |
| Date Formed: | 02 Aug 2013 (Companies founded in August 2013) |
| Business ALEI: | 1110387 |
| Annual report due: | 31 Mar 2025 |
| NAICS code: | 523940 - Portfolio Management and Investment Advice |
| Business address: | 2150 POST ROAD, FAIRFIELD, CT, 06824, United States |
| Mailing address: | 2150 POST ROAD, FAIRFIELD, CT, United States, 06824 |
| ZIP code: | 06824 (Companies in Fairfield, 06824) |
| County: | Fairfield |
| Place of Formation: | CONNECTICUT |
| E-Mail: | noreen@monecoadvisors.comoreen |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1765690 | 2150 POST ROAD, FAIRFIELD, CT, 06824 | 2150 POST ROAD, FAIRFIELD, CT, 06824 | 203-319-3554 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Form type | N-PX |
| File number | 028-19342 |
| Filing date | 2024-08-09 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-19
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2024-07-19 |
| Reporting date | 2024-06-30 |
| File | View File |
Filings since 2024-07-19
| Form type | 13F-HR/A |
| File number | 028-19342 |
| Filing date | 2024-07-19 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-04-25
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2024-04-25 |
| Reporting date | 2024-03-31 |
| File | View File |
Filings since 2024-03-13
| Form type | 13F-HR/A |
| File number | 028-19342 |
| Filing date | 2024-03-13 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2024-03-13
| Form type | 13F-HR/A |
| File number | 028-19342 |
| Filing date | 2024-03-13 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2024-03-13
| Form type | 13F-HR/A |
| File number | 028-19342 |
| Filing date | 2024-03-13 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2024-02-05
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2024-02-05 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-11-06
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2023-11-06 |
| Reporting date | 2023-09-30 |
| File | View File |
Filings since 2023-08-03
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2023-08-03 |
| Reporting date | 2023-06-30 |
| File | View File |
Filings since 2023-05-12
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2023-05-12 |
| Reporting date | 2023-03-31 |
| File | View File |
Filings since 2023-01-30
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2023-01-30 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-11-02
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2022-11-02 |
| Reporting date | 2022-09-30 |
| File | View File |
Filings since 2022-08-10
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2022-08-10 |
| Reporting date | 2022-06-30 |
| File | View File |
Filings since 2022-05-09
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2022-05-09 |
| Reporting date | 2022-03-31 |
| File | View File |
Filings since 2022-02-08
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2022-02-08 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-11-03
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2021-11-03 |
| Reporting date | 2021-09-30 |
| File | View File |
Filings since 2021-08-10
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2021-08-10 |
| Reporting date | 2021-06-30 |
| File | View File |
Filings since 2021-05-17
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2021-05-17 |
| Reporting date | 2021-03-31 |
| File | View File |
Filings since 2021-01-22
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2021-01-22 |
| Reporting date | 2020-12-31 |
| File | View File |
Filings since 2020-10-20
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2020-10-20 |
| Reporting date | 2020-09-30 |
| File | View File |
Filings since 2020-07-31
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2020-07-31 |
| Reporting date | 2020-06-30 |
| File | View File |
Filings since 2020-05-11
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2020-05-11 |
| Reporting date | 2020-03-31 |
| File | View File |
Filings since 2020-01-21
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2020-01-21 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-10-31
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2019-10-31 |
| Reporting date | 2019-09-30 |
| File | View File |
Filings since 2019-07-24
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2019-07-24 |
| Reporting date | 2019-06-30 |
| File | View File |
Filings since 2019-04-26
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2019-04-26 |
| Reporting date | 2019-03-31 |
| File | View File |
Filings since 2019-02-14
| Form type | 13F-HR |
| File number | 028-19342 |
| Filing date | 2019-02-14 |
| Reporting date | 2018-12-31 |
| File | View File |
| Plan Name | Plan Year | EIN/PN | Received | Sponsor | Total number of participants | |||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MONECO ADVISORS, LLC 401K PLAN | 2023 | 463758971 | 2024-10-15 | MONECO ADVISORS, LLC | 34 | |||||||||||||||||||||||
|
||||||||||||||||||||||||||||
| Role | Plan administrator |
| Date | 2024-10-15 |
| Name of individual signing | ARTHUR J KELLEHER III |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2033193550 |
| Plan sponsor’s address | 2150 POST ROAD, SUITE 201, FAIFIELD, CT, 06824 |
Signature of
| Role | Plan administrator |
| Date | 2023-10-16 |
| Name of individual signing | ARTHUR J KELLEHER III |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2033193550 |
| Plan sponsor’s address | 2150 POST ROAD, SUITE 201, FAIFIELD, CT, 06824 |
Signature of
| Role | Plan administrator |
| Date | 2022-10-17 |
| Name of individual signing | ARTHUR J KELLEHER III |
| Valid signature | Filed with authorized/valid electronic signature |
| File | View Page |
| Three-digit plan number (PN) | 001 |
| Effective date of plan | 2016-01-01 |
| Business code | 523900 |
| Sponsor’s telephone number | 2033193550 |
| Plan sponsor’s address | 2150 POST ROAD, SUITE 201, FAIFIELD, CT, 06824 |
Signature of
| Role | Plan administrator |
| Date | 2021-10-14 |
| Name of individual signing | ARTHUR J KELLEHER III |
| Valid signature | Filed with authorized/valid electronic signature |
| Name | Role | Business address | Residence address |
|---|---|---|---|
| Chris Neubert | Officer | 2150 Post Rd, Fairfield, CT, 06824, United States | 6302 Thorndon Circle, Sarasota, FL, 34201, United States |
| Dana Preis | Officer | 2150 Post Rd, Fairfield, CT, 06824, United States | 65 Cedar Hill Rd, Easton, CT, 06612-1316, United States |
| Reed Ameden | Officer | 2150 Post Rd, Fairfield, CT, 06824, United States | 54 Old Mill Rd, Weston, CT, 06883-1518, United States |
| DAVID J. LINCOLN | Officer | 2150 POST ROAD, SUITE 201, FAIRFIELD, CT, 06824, United States | 510 LALLEY BLVD., FAIRFIELD, CT, 06824, United States |
| VIRGINIA THOMPSON | Officer | 2150 POST ROAD, SUITE 200, FAIRFIELD, CT, 06824, United States | 137 ELM ST, FAIRFIELD, CT, 06824, United States |
| CHARLES W. ROCCO | Officer | 2150 POST ROAD, SUITE 200, FAIRFIELD, CT, 06824, United States | 333 ROWLAND ROAD, FAIRFIELD, CT, 06824, United States |
| Jason Hyde | Officer | 2150 Post Rd, Fairfield, CT, 06824, United States | 85 Tahmore Ct, Fairfield, CT, 06825-2510, United States |
| Peter Osborne | Officer | 2150 Post Rd, Fairfield, CT, 06824, United States | 176 Euclid Ave, Fairfield, CT, 06825-1741, United States |
| Joanna Russell | Officer | 50 Tice Blvd, Woodcliff Lake, NJ, 07677, United States | 39 Laura Ln, Park Ridge, NJ, 07656-1905, United States |
| ARTHUR J KELLEHER III | Officer | 2150 POST ROAD, SUITE 200, FAIRFIELD, CT, 06824, United States | 91 ABRAMS RD, CHESHIRE, CT, 06410, United States |
| Name | Role | Business address | Mailing address | Phone | Residence address | |
|---|---|---|---|---|---|---|
| Noreen McGorty | Agent | 2150 POST ROAD, FAIRFIELD, CT, 06824, United States | 2150 POST ROAD, FAIRFIELD, CT, 06824, United States | +1 203-415-1814 | noreen@monecoadvisors.com | 30 Wigwam Drive, Shelton, CT, 06484, United States |
| Filing number | Filing date | Effective date | Filing category | Filing type | Report year |
|---|---|---|---|---|---|
| BF-0012164691 | 2024-03-05 | No data | Annual Report | Annual Report | No data |
| BF-0011296642 | 2023-03-01 | No data | Annual Report | Annual Report | No data |
| BF-0010277061 | 2022-03-31 | No data | Annual Report | Annual Report | 2022 |
| 0007188407 | 2021-02-24 | No data | Annual Report | Annual Report | 2021 |
| 0006723153 | 2020-01-15 | No data | Annual Report | Annual Report | 2020 |
| 0006447955 | 2019-03-11 | No data | Annual Report | Annual Report | 2019 |
| 0006351928 | 2019-01-31 | No data | Annual Report | Annual Report | 2018 |
| 0006037554 | 2018-01-26 | No data | Annual Report | Annual Report | 2017 |
| 0005992023 | 2017-12-27 | 2017-12-27 | Merger | Certificate of Merger | No data |
| 0005617781 | 2016-08-01 | No data | Annual Report | Annual Report | 2014 |
Date of last update: 04 Nov 2024
Sources: Connecticut's Official State Website
