LR
Lydia A. Renders
MONECO ADVISORS
Pittsfield, MA 01201
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CRD#: 1827999
LR
Professional summary
Lydia Alexandra Renders, who also goes by Lydia Alexandra Dest, is a registered financial advisor currently at MONECO ADVISORS located in Pittsfield, Massachusetts.
Lydia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Lydia has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 4 and Series 8 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Lydia Alexandra Dest
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) One of two Managing Members for an operating limited liability company, Executive Rentals, LLC. The limited liability company invests in domestic real-estate. This company is not a client of ADCM. ADCM does not receive compensation directly from this company. Business from this outside business is never conducted during business hours. (2) Empowerment Coaching under the name of United Inner States of Freedom, LLC, whereby she offers personal growth advice. This business is not a client of ADCM, nor does ADCM receive any compensation directly from this business.1 hour a month is spent on this outside business. (3) A newsletter under the name of The Economic Intuitive. She is one of two owners and receives compensation through subscription fees. This business is tangentially affiliated with ADCM, LLC. 3 hours a month spent on this outside business. (4) One of two Managing Members for an operating limited liability company, Living Grace, LLC. Living Grace invests in real estate rentals and art and does not own securities. This business is not a client of ADCM, nor does ADCM receive any compensation directly from this business. Ms. Renders does not receive any commissions, bonuses or other compensation based on the sale of securities or other investment products. Zero hours are conducted within business hours in this outside business.
CRS (Client Relationship Summary) - RIA
Click below to view Lydia Alexandra Renders's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 29, 2023 - Present
MONECO ADVISORS
Office #1: 101 Hawthorne Ave, Pittsfield, MA 01201RIA
CRD#: 171922
Pittsfield, MA
Past
September 23, 2009 - December 20, 2023
WILLOW
RIA
CRD#: 150814
PITTSFIELD, MA
Past
February 24, 1992 - August 8, 1995
U.S. SECURITIES, INC.
BD
CRD#: 14289
HARTFORD, CT
Past
May 25, 1988 - October 11, 1991
ADVEST, INC.
BD
CRD#: 10
HARTFORD, CT
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MA
MONECO ADVISORS
ACORN CONSULTING | WILLOW | ROCCO & ASSOCIATES WEALTH MANAGEMENT | MONECO WESTCHESTER | MONECO NEW CANAAN | MONECO BERKSHIRES | MONECO BERGEN COUNTY | MONECO ADVISORS, LLC | MONECO ADVISORS | LICHTENSTEIN AT MONECO | LICHENSTEIN FINANCIAL
CRD#: 171922 / SEC#: 801-80027
RIA
Registered Investment Advisory firm - (7/14/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Connecticut(10/2/2023)
IAR
Massachusetts(8/9/2024)
IAR
Texas(9/29/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/31/1988
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
MA
MONECO ADVISORS
ACORN CONSULTING | WILLOW | ROCCO & ASSOCIATES WEALTH MANAGEMENT | MONECO WESTCHESTER | MONECO NEW CANAAN | MONECO BERKSHIRES | MONECO BERGEN COUNTY | MONECO ADVISORS, LLC | MONECO ADVISORS | LICHTENSTEIN AT MONECO | LICHENSTEIN FINANCIAL
CRD#: 171922 / SEC#: 801-80027
RIA
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Contact information
Main Address
2150 Post Road, Suite 201, Fairfield, CT 06824
Mailing Address
Phone number
(203) 319-3550
Established
Firm type
Fiscal year end
# of Employees
65
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.
