Charles William Rocco
Investment adviser representative at Moneco Advisors
14 yearsExperience
2 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
14 years in the industry.
- Moneco AdvisorsMar 2018 to now
- Moneco Advisors, LLC (dba: Moneco Advisors)Mar 2018 to now
- LPL Financial LLCAug 2012 to now
- Strategic Wealth Advisors GroupNov 2014 to Mar 2018
- Rocco & Associates Wealth ManagementMar 2012 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
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
- 6039796
- Firm CRD
- 171922