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DK

David J. Karachuk

MONECO ADVISORS
Fairfield, CT 06824
Some features on this profile are disabled
CRD#: 6168883
DK

Professional summary

David Julian Karachuk, CFP® is a registered financial advisor currently at MONECO ADVISORS located in Fairfield, Connecticut.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. David has worked at 2 firms and has passed the Series 66, SIE and Series 7 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 David Julian Karachuk'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®
CFP®

Certified Financial Planner

Experience

Current

March 6, 2026 - Present

MONECO ADVISORS

Office #1: 2150 Post Road, Suite 201, Fairfield, CT 06824
RIA
CRD#: 171922
Fairfield, CT
Past

August 7, 2013 - May 11, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
FAIRFIELD, CT
Past

August 7, 2013 - May 11, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
FAIRFIELD, 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
(3/23/2026)
IAR
New York
(3/6/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/26/2013
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/7/2013
General Securities Representative Examination

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
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
65

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 Accounts6,130
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.

Company Information

MONECO ADVISORS

CRD#: 171922Fairfield, CT 06824

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