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KC

Kyle Cirillo

MONECO ADVISORS
New Canaan, CT 06840
Some features on this profile are disabled
CRD#: 7742694
KC
Kyle CirilloMONECO ADVISORS

Professional summary

Kyle Cirillo, who also goes by Kyle Alvares Cirillo, is a registered financial advisor currently at MONECO ADVISORS located in New Canaan, Connecticut.

Kyle is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Kyle has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Kyle Alvares Cirillo

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 Kyle Cirillo'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

July 7, 2026 - Present

MONECO ADVISORS

Office #1: 175 Elm Street, New Canaan, CT 06840
RIA
CRD#: 171922
New Canaan, CT
Past

November 5, 2025 - June 3, 2026

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
DARIEN, CT
Past

March 15, 2025 - June 3, 2026

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
DARIEN, 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
(7/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/5/2025
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/14/2025
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 11/15/2024
Securities Industry Essentials 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#: 171922New Canaan, CT 06840

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