Joseph Anthony Tatusko
Investment adviser representative at Moneco Advisors
10 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$2.3BFirm assets
Are you Joseph Anthony Tatusko? Claim your profile
Contact this firm
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
10 years in the industry.
- Moneco AdvisorsMay 2026 to now
- Cruice Investment Advisors, Ltd.Nov 2018 to May 2026
- United Planners' Financial Services of America a Limited PartnerOct 2018 to Feb 2021
- LPL Financial LLCOct 2016 to Oct 2018
- Private Advisor Group, LLCOct 2016 to Oct 2018
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 4663135
- Firm CRD
- 171922