Todd Robert Schroeder
Investment adviser representative at Moneco Advisors
16 yearsExperience
2 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
16 years in the industry.
- Moneco Advisors, LLCSep 2021 to now
- LPL Financial LLCSep 2021 to now
- MML Investors Services, LLCMar 2017 to Sep 2021
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Sep 2021
- Metlife Securities Inc.Aug 2010 to Mar 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 4664353
- Firm CRD
- 171922