Thomas Yao
Investment adviser representative at Moneco Advisors
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Moneco AdvisorsAug 2026 to now
- Hightower AdvisorsMay 2024 to Aug 2026
- Ds AdvisorsAug 2017 to May 2024
- 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