# Moneco Advisors

Moneco Advisors is a Bank / Wealth / Trust based in Fairfield, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fairfield, United States
- **Region:** North America
- **Address:** 2150 Post Road, Suite 201, Fairfield, CT 06824, United States
- **Founded:** 1980
- **Assets under management:** Undisclosed
- **Website:** monecoadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/monecoadvisors

## Regulatory record

- **CRD number:** 171922
- **SEC file number:** 801-80027
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/171922

## About

The firm was founded in 1980, the same year the CERTIFIED FINANCIAL PLANNER® marks first appeared, and operates as a registered investment adviser tied to that fiduciary standard. The advisory team includes long-tenured practitioners such as Vern Hayden and Jay S. H. Cruice Jr., who serve alongside a bench of seventy-two listed professionals spread across Connecticut, Massachusetts, New York, and New Jersey. Moneco structures its work around discrete client constituencies rather than a single top-down strategy. The firm serves retirees and pre-retirees, entrepreneurs, women navigating wealth transitions, rising professionals, and individuals managing divorce-related financial matters. For small businesses, the firm designs and oversees retirement plans while advising on fiduciary responsibilities. Across these groups, the primary lever is a financial planning engagement — asset management, tax coordination, and estate structuring flow from that plan. In July 2024, the firm expanded its physical footprint to a seventh office, adding a location in New Canaan, Connecticut to join existing sites in Fairfield, Hamden, Glastonbury, Harrison (Westchester County), Woodcliff Lake, and Pittsfield. The practice publishes a weekly "Wealth of Knowledge" market note and runs an "Advisor Insights" series that addresses topics such as small business financial planning. The firm differentiates structurally by functioning as a multi-office ensemble practice rather than a central portfolio-management silo. No individual advisor operates as the named investment lead for the entire book; client relationships attach to planners in specific offices, and the firm’s fiduciary commitment — stated across its website and regulatory filings — means it avoids proprietary product distribution conflicts, accepting fees directly from clients.

## Sectors

- Wealth Management
- Financial Planning

## Offices

- Pittsfield, MA
- New Canaan, CT
- Glastonbury, CT
- Woodcliff Lake, NJ
- Hamden, CT
- Harrison, NY

## People

- Bill Yeager — Listed on firm team page
- Vern Hayden — Listed on firm team page
- Jay S. H. Cruice Jr. — Listed on firm team page
- Byrke Sestok — Listed on firm team page
- David Plouffe — Listed on firm team page

## Questions

### Who runs investment decisions at Moneco Advisors?

Moneco does not centralize investment decisions under a single CIO. The firm lists seventy-two professionals across seven offices, each operating as a financial planner. Clients work with a dedicated advisor or team; portfolio decisions flow from the individual financial plan rather than a house model. The firm has not disclosed a named investment committee or head of asset management.

### What client segments does Moneco Advisors concentrate on?

The firm segments its practice into retirees and pre-retirees, entrepreneurs, women managing wealth transitions, rising professionals, individuals navigating divorce, and small business owners. Each constituency is served through dedicated financial planning engagements.

### How many offices does Moneco Advisors operate?

As of July 2024, the firm operates seven offices: Fairfield, Hamden, Glastonbury, and New Canaan in Connecticut; Pittsfield, Massachusetts; Woodcliff Lake, New Jersey; and Harrison, New York. The New Canaan location is the most recent addition.

## Related profiles

- [Monday Capital](https://altss.com/profile/monday-capital)
- [Moneda Asset Management](https://altss.com/profile/moneda-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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