William Nicholas Brancaccio
Investment adviser representative at Moneco Advisors
10 yearsExperience
3 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
10 years in the industry.
- Moneco AdvisorsOct 2024 to now
- Moneco Advisors dba Rightirement Wealth PartnersOct 2024 to now
- LPL Financial LLCAug 2016 to now
- Independent Advisor Alliance, LLCMar 2019 to Sep 2024
- Independent Financial PartnersAug 2016 to Mar 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 5959000
- Firm CRD
- 171922