Timothy G. Tymniak

MONECO ADVISORS

Fairfield, CT 06824

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CRD#: 5251160

Professional summary

Timothy G Tymniak is a registered financial advisor currently at MONECO ADVISORS located in Fairfield, Connecticut.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Timothy has worked at 4 firms and has passed the Series 66 and Series 11 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy G Tymniak's CRS (Customer Relationship Summary).

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®

None

Experience

Current

May 5, 2026 - Present

MONECO ADVISORS

Office #1: 1305 Post Road Suite 202, Fairfield, CT 06824

RIA

CRD#: 171922

Fairfield, CT

Past

January 15, 2020 - May 5, 2026

CFO CAPITAL MANAGEMENT, LLC

RIA

CRD#: 110950

FAIRFIELD, CT

Past

December 14, 2017 - February 18, 2021

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

WESTPORT, CT

Past

July 23, 2007 - December 15, 2017

SMH CAPITAL INVESTMENTS LLC

CRD#: 24535

WESTPORT, 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".

MONECO ADVISORS

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
(5/5/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/25/2008

Uniform Combined State Law Examination

General Industry/Product Exam

Series 11

Date: 7/19/2007

Assistant Representative-Order Processing Qualification Exam

Current Firm

MONECO ADVISORS

CRD#: 171922 / SEC#: 801-80027

RIA

Registered Investment Advisory firm - (7/14/2014 Approved)

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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

SEC notice filing (35 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A: FIRM BROCHURE (8/18/2025)

WRAP PROGRAM BROCHURE (3/27/2025)

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.

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Timothy G. Tymniak

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy G Tymniak's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONECO ADVISORS

CFO CAPITAL MANAGEMENT, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SMH CAPITAL INVESTMENTS LLC

Primary Firm SEC Registration

MONECO ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/25/2008

Series 11

Date: 7/19/2007

Current Firm

MONECO ADVISORS

Contact information

SEC notice filing (35 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MONECO ADVISORS

TRUST BUT VERIFY

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