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Paul Alexander Farella

Investment adviser representative at Moneco Advisors
10 yearsExperience
3 statesRegistered 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.

  1. Moneco AdvisorsSep 2023 to now
  2. Adcm, LLC dba WillowFeb 2021 to Sep 2023
  3. Adcm, LLC dba WillowJul 2019 to Jan 2021
  4. Adcm, LLC dba Alexandra Dest Capital ManagementMar 2016 to Jul 2019

Exams passed

  • Series 65 · Uniform Investment Adviser Law2016

State registrations

Registered as an investment adviser representative in 3 states (CT, MA, 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
6621195
Firm CRD
171922
Advisor's SEC record (opens in a new tab)
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