Stephanie Leigh Van albert
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 Advisors, LLCOct 2020 to now
- Shoreline Financial Advisors, LLCMay 2018 to Oct 2020
- Nidcd At NihJun 2016 to Aug 2017
- Quinnipiac UniversityAug 2014 to May 2018
- Maryland National Capital Park & PlanningJun 2012 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
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
- 6972685
- Firm CRD
- 171922