Kenneth O. Danilo
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Kenneth O Danilo, CFP®, who also goes by Kenneth Owen Danilo, was a registered financial professional .
Kenneth is a previously registered financial professional and started their career in finance in 1992. Kenneth had worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Start date: 1996
Experience
April 22, 2022 - October 4, 2024
MONECO ADVISORS
July 31, 2003 - June 23, 2022
PERSONAL FINANCIAL ADVISORS, LLC
March 29, 2001 - September 30, 2002
PACIFIC FINANCIAL ASSOCIATES, INC.
July 29, 1996 - June 24, 1999
CITICORP INVESTMENT SERVICES
June 1, 1992 - August 3, 1994
CITICORP INVESTMENT SERVICES
April 6, 1992 - June 1, 1992
CITICORP FINANCIAL SERVICES,INC.
Primary Firm SEC Registration
MONECO ADVISORS
CRD#: 171922 / SEC#: 801-80027
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MONECO ADVISORS
CRD#: 171922 / SEC#: 801-80027
Contact information
SEC notice filing (35 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,130 |
| AUM (Assets Under Management) | $ 1,915,081,746 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
