Skip to content

Thomas Yao

Investment adviser representative at Moneco Advisors
10 yearsExperience
1 stateRegistered in
$2.3BFirm assets
12 yearsFirm in business

Are you Thomas Yao? Claim your profile

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.

  1. Moneco AdvisorsAug 2026 to now
  2. Hightower AdvisorsMay 2024 to Aug 2026
  3. Ds AdvisorsAug 2017 to May 2024
  4. Goudy Park CapitalMar 2016 to Aug 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

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
5828750
Firm CRD
171922
Advisor's SEC record (opens in a new tab)
CallContact this firm