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Henry George Aery

Investment adviser representative at Moneco Advisors
11 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

11 years in the industry.

  1. Moneco Advisors, LLCNov 2025 to now
  2. UnemployedAug 2025 to Nov 2025
  3. IndeedNov 2019 to Aug 2025
  4. WeworkAug 2018 to Nov 2019
  5. Jeyblue AirwaysJun 2017 to Aug 2018
  6. Lon Inc.Nov 2016 to Jun 2017
  7. Ernst & YoungJul 2015 to Nov 2016

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 3 states (CT, NY, 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
8185002
Firm CRD
171922
Advisor's SEC record (opens in a new tab)
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