Arthur J Kelleher
Investment adviser representative at Moneco Advisors
22 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$2.3BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Moneco Advisors, LLCOct 2017 to now
- LPL Financial LLCJun 2004 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (CT, LA, TX).
Moneco Advisors
Legal name: Moneco Advisors, LLC
$2.3BAssets managed
2,812Clients
49Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4137144
- Firm CRD
- 171922