Michelle Denise Defilippo
Investment adviser representative at Moneco Advisors
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Moneco Advisors, LLCDec 2025 to now
- LPL FinancialDec 2025 to now
- Meliora Journals, LLCAug 2021 to now
- Cetera Investment Advisers, LLCJun 2023 to Oct 2025
- Cetera Wealth ServicesMay 2021 to Oct 2025
- Ciampi Tax & Financial ServicesJan 2019 to Oct 2025
- Cetera Adviser NetworksJan 2019 to May 2021
- Wnt Hamden, LLCMay 2017 to Dec 2021
- Quinnipiac UniversityMay 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7062665
- Firm CRD
- 171922