RW
Rudolf J. Weiss
MONECO ADVISORS
Fairfield, CT 06824
Some features on this profile are disabled
CRD#: 718305
RW
Professional summary
Rudolf John Weiss, CFP® is a registered financial advisor currently at MONECO ADVISORS located in Fairfield, Connecticut and LPL FINANCIAL LLC located in Fairfield, Connecticut.
Rudolf is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1980. Rudolf has worked at 12 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 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.
1. 1/8/2021 - Moneco Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 1/8/2021 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 3 Hours Per Month - Selling life, disability, fixed annuity. 3. 1/8/2021 - RUDOLF J WEISS, LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - 1 Hour Per Month. 4. 1/13/2021 - Moneco Advisors LLC - DBA: (Hybrid) Moneco Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/11/2021 - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Moneco Advisors, LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 09/26/2025 - MONECO Insurance, LLC - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:09/13/2025 - 8 Hrs/Mth - 5 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Rudolf John Weiss'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®
Experience
Current
January 11, 2021 - Present
MONECO ADVISORS
Office #1: 2150 Post Road, Suite 201, Fairfield, CT 06824RIA
CRD#: 171922
Fairfield, CT
Current
January 8, 2021 - Present
LPL FINANCIAL LLC
Office #1: 2150 Post Rd, Ste 201, Fairfield, CT 06824RIA
BD
CRD#: 6413
Fairfield, CT
Past
April 8, 2015 - January 5, 2021
REBY ADVISORS, LLC
RIA
CRD#: 126140
DANBURY, CT
Past
March 11, 2015 - January 6, 2021
TRIAD ADVISORS LLC
BD
CRD#: 25803
DANBURY, CT
Past
December 13, 2005 - February 25, 2015
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
STAMFORD, CT
Past
December 6, 2005 - July 9, 2007
METROPOLITAN LIFE INSURANCE COMPANY
BD
CRD#: 4095
STAMFORD, CT
Past
December 6, 2005 - February 25, 2015
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
STAMFORD, CT
Past
May 14, 1998 - December 5, 2005
OSAIC FA, INC.
RIA
CRD#: 3978
TARRYTOWN, NY
Past
May 22, 1985 - January 3, 1989
LINCOLN NATIONAL PENSION INSURANCE COMPANY
BD
CRD#: 10293
Past
May 22, 1985 - December 5, 2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
May 22, 1985 - December 5, 2005
OSAIC FA, INC.
BD
CRD#: 3978
FORT WAYNE, IN
Past
June 6, 1983 - April 29, 1985
CARDELL & ASSOCIATES, INCORPORATED
BD
CRD#: 7700
Past
March 29, 1982 - June 17, 1983
ANCHOR NATIONAL FINANCIAL SERVICES, INC.
BD
CRD#: 5774
Past
November 3, 1980 - March 3, 1982
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(1/8/2021)
RR
Connecticut(1/8/2021)
IAR
Connecticut(1/11/2021)
RR
Florida(1/8/2021)
RR
Georgia(1/8/2021)
RR
Illinois(1/8/2021)
RR
Indiana(4/21/2022)
RR
Massachusetts(1/8/2021)
RR
Michigan(1/8/2021)
RR
New Hampshire(9/29/2021)
RR
New Jersey(1/8/2021)
RR
New York(1/8/2021)
RR
North Carolina(1/11/2021)
RR
South Carolina(1/8/2021)
RR
Tennessee(3/22/2022)
RR
Vermont(1/8/2021)
RR
Washington(1/8/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
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.
