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MONECO ADVISORS, LLC

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Company Details

Entity Name: MONECO ADVISORS, LLC
Jurisdiction: Connecticut
Legal type: LLC
Citizenship: Domestic
Status: Active
Sub status: Annual report due
Date Formed: 02 Aug 2013
Business ALEI: 1110387
Annual report due: 31 Mar 2026
Business address: 2150 POST ROAD, FAIRFIELD, CT, 06824, United States
Mailing address: 2150 POST ROAD, Suite 201, FAIRFIELD, CT, United States, 06824
ZIP code: 06824
County: Fairfield
Place of Formation: CONNECTICUT
E-Mail: noreen@monecoadvisors.comoreen
E-Mail: noreen@monecoadvisors.com

Industry & Business Activity

NAICS

523940 Portfolio Management and Investment Advice

Officer

Name Role Business address
MONECO HOLDINGS, LLC Officer 2150 POST ROAD, SUITE 201, FAIRFIELD, CT, 06824, United States

Agent

Name Role Business address Mailing address Phone E-Mail 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

Central Index Key

CIK number:
0001765690
Phone:
203-319-3554

Latest Filings

Form type:
13F-HR
File number:
028-19342
Filing date:
2025-05-08
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2025-02-04
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2024-10-25
File:
Form type:
N-PX
File number:
028-19342
Filing date:
2024-08-09
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2024-07-19
File:
Form type:
13F-HR/A
File number:
028-19342
Filing date:
2024-07-19
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2024-04-25
File:
Form type:
13F-HR/A
File number:
028-19342
Filing date:
2024-03-13
File:
Form type:
13F-HR/A
File number:
028-19342
Filing date:
2024-03-13
File:
Form type:
13F-HR/A
File number:
028-19342
Filing date:
2024-03-13
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2024-02-05
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2023-11-06
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2023-08-03
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2023-05-12
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2023-01-30
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2022-11-02
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2022-08-10
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2022-05-09
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2022-02-08
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2021-11-03
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2021-08-10
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2021-05-17
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2021-01-22
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2020-10-20
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2020-07-31
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2020-05-11
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2020-01-21
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2019-10-31
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2019-07-24
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2019-04-26
File:
Form type:
13F-HR
File number:
028-19342
Filing date:
2019-02-14
File:

Form 5500 Series

Employer Identification Number (EIN):
463758971
Plan Year:
2023
Number Of Participants:
34
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
10
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
7
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
0
Sponsors Telephone Number:

Filing

Filing number Filing date Effective date Filing category Filing type Report year
BF-0013026309 2025-03-28 - Annual Report Annual Report -
BF-0012164691 2024-03-05 - Annual Report Annual Report -
BF-0011296642 2023-03-01 - Annual Report Annual Report -
BF-0010277061 2022-03-31 - Annual Report Annual Report 2022
0007188407 2021-02-24 - Annual Report Annual Report 2021

USAspending Awards / Financial Assistance

Date:
2020-06-18
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
1000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00
Date:
2020-05-27
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO PROVIDE LOANS TO RESTORE AS NEARLY AS POSSIBLE THE VICTIMS OF ECONOMIC INJURY TYPE DISASTERS TO PRE-DISASTER CONDITIONS
Obligated Amount:
0.00
Face Value Of Loan:
150000.00
Total Face Value Of Loan:
150000.00
Date:
2020-05-02
Awarding Agency Name:
Small Business Administration
Transaction Description:
TO AID SMALL BUSINESSES IN MAINTAINING WORK FORCE DURING COVID-19 PANDEMIC.
Obligated Amount:
0.00
Face Value Of Loan:
126872.00
Total Face Value Of Loan:
126872.00
Date:
2020-04-20
Awarding Agency Name:
Small Business Administration
Transaction Description:
ECONOMIC INJURY DISASTER GRANT
Obligated Amount:
10000.00
Face Value Of Loan:
0.00
Total Face Value Of Loan:
0.00

Trademarks

Serial Number:
85179550
Mark:
FINANCIAL PLANNING FOR LIFE
Status:
The registration has been renewed.
Mark Type:
Service Mark
Application Filing Date:
2010-11-18
Mark Drawing Type:
4 - STANDARD CHARACTER MARK
Mark Literal Elements:
FINANCIAL PLANNING FOR LIFE

Goods And Services

For:
Financial services, namely, personal financing advisory services
First Use:
2011-08-24
International Classes:
036 - Primary Class
Class Status:
ACTIVE
Serial Number:
88190502
Mark:
A WEALTH OF KNOWLEDGE
Status:
SECTION 8-ACCEPTED
Mark Type:
SERVICE MARK
Application Filing Date:
2018-11-12
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
A WEALTH OF KNOWLEDGE

Goods And Services

For:
Financial planning and investment advisory services; financial retirement plan consulting services; insurance brokerage; securities brokerage services
International Classes:
036 - Primary Class
Class Status:
Active
Serial Number:
98466740
Mark:
MONECO ADVISORS
Status:
REGISTERED
Mark Type:
SERVICE MARK
Application Filing Date:
2024-03-25
Mark Drawing Type:
Standard character mark
Mark Literal Elements:
MONECO ADVISORS

Goods And Services

For:
Financial planning and investment advisory services
First Use:
2013-08-02
International Classes:
036 - Primary Class
Class Status:
Active

Paycheck Protection Program

Jobs Reported:
8
Initial Approval Amount:
$126,872
Date Approved:
2020-05-01
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Current Approval Amount:
$126,872
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
$128,146.43
Servicing Lender:
JPMorgan Chase Bank, National Association
Use of Proceeds:
Payroll: $93,404
Rent: $25,374
Healthcare: $8094

Debts and Liens

Subsequent Filing No:
0005168843
Filing Type:
ORIG FIN STMT
Status:
Active
Type:
OFS
Filing Date:
2023-10-02
Lapse Date:
2028-10-02
Subsequent Filing No:
0005159089
Filing Type:
AMENDMENT
Status:
Active
Type:
OFS
Filing Date:
2023-08-11
Lapse Date:
2025-06-06
Subsequent Filing No:
0005151752
Filing Type:
ORIG FIN STMT
Status:
Active
Type:
OFS
Filing Date:
2023-06-26
Lapse Date:
2028-06-26
Subsequent Filing No:
0005149849
Filing Type:
AMENDMENT
Status:
Active
Type:
OFS
Filing Date:
2023-06-21
Lapse Date:
2027-09-29
Subsequent Filing No:
0005095358
Filing Type:
ORIG FIN STMT
Status:
Active
Type:
OFS
Filing Date:
2022-09-29
Lapse Date:
2027-09-29
Subsequent Filing No:
0003375880
Filing Type:
ORIG FIN STMT
Status:
Active
Type:
OFS
Filing Date:
2020-06-06
Lapse Date:
2025-06-06
Subsequent Filing No:
0003341274
Filing Type:
ORIG FIN STMT
Status:
Active
Type:
OFS
Filing Date:
2019-11-21
Lapse Date:
2024-11-21
Subsequent Filing No:
0003341259
Filing Type:
ORIG FIN STMT
Status:
Active
Type:
OFS
Filing Date:
2019-11-21
Lapse Date:
2024-11-21
Subsequent Filing No:
0003341080
Filing Type:
AMENDMENT
Status:
Active
Type:
OFS
Filing Date:
2019-11-20
Lapse Date:
2024-11-18
Subsequent Filing No:
0003340986
Filing Type:
AMENDMENT
Status:
Active
Type:
OFS
Filing Date:
2019-11-20
Lapse Date:
2024-08-27

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Sources: Company Profile on Connecticut's Official State Website

* While we strive to keep this information correct and up-to-date, it is not the primary source, and the dataset source should always be referred to for definitive information