David Julian Karachuk
Investment adviser representative at Moneco Advisors
13 yearsExperience
2 statesRegistered in
CFA, CFP® certificationDesignations
$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
13 years in the industry.
- Moneco Advisors, LLCMar 2026 to now
- LPL Financial, LLCAug 2013 to now
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 2 states (CT, NY).
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
- 6168883
- Firm CRD
- 171922