Ryan Patrick Carroll
Investment adviser representative at Moneco Advisors
10 yearsExperience
2 statesRegistered in
$2.3BFirm assets
12 yearsFirm in business
Are you Ryan Patrick Carroll? Claim your profile
Contact this firm
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 AdvisorsApr 2026 to now
- Cw Advisors, LLCJan 2021 to Apr 2026
- Congress Wealth Management, LLCJan 2016 to Dec 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CT, MA).
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
- 5979232
- Firm CRD
- 171922