PF
Paul A. Farella
MONECO ADVISORS
Pittsfield, MA 01201
Some features on this profile are disabled
CRD#: 6621195
PF
Professional summary
Paul Alexander Farella, who also goes by Paul Farella, is a registered financial advisor currently at MONECO ADVISORS located in Pittsfield, Massachusetts.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Paul has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Farella
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) The Economic Intuitive is a news letter of which I am the Manager. The address is 101 Hawthorne Ave, Pittsfield, MA 01201. The relationship start date was 10/3/2022. Approximately 4 hours a month will be devoted to this business, of which 0 will be during securities trading hours. Duties will include research and videos. (2) Mr. Farella is an elected school committee member for the Central Berkshire Regional School District. Mr. Farella does sit on the Finance Committee but does not hold any discretion or authority over any funds or assets of the Committee. Mr. Farella receives no compensation for his work with School Committee. Less than one hour per month during trading hours (depends on certain subcommittee meeting times). 10 to 14 hours per month total. (3) Mr. Farella is a member of the Stakeholder Council for the Global Reporting Initiative (GRI) international independent standards NGO. Mr. Farella receives no compensation for his work with the GRI. One hour per month during trading hours. Four hours per month total. (4) Mr. Farella is the Chairman of the Board of Directors for the Love of T Foundation, Inc, a 501(c)3 non-profit. Mr. Farella receives no compensation for his work with The Love of T Foundation. Two hours per month during trading hours. Eight hours per month total.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Alexander Farella'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
October 2, 2023 - Present
MONECO ADVISORS
Office #1: 101 Hawthorne Ave, Pittsfield, MA 01201RIA
CRD#: 171922
Pittsfield, MA
Past
April 21, 2016 - December 20, 2023
WILLOW
RIA
CRD#: 150814
PITTSFIELD, MA
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(10/2/2023)
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
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