Timothy G Tymniak
Investment adviser representative at Moneco Advisors
20 yearsExperience
2 statesRegistered in
$2.3BFirm assets
12 yearsFirm in business
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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
20 years in the industry.
- Moneco AdvisorsMay 2026 to now
- United Planners Financial Services of AmericaDec 2017 to Feb 2021
- Westport Resources Investment Services, Inc.Nov 2006 to Dec 2017
- Cruice Investment Advisors, Ltd.Sep 2006 to May 2026
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5251160
- Firm CRD
- 171922