Harrison, NY Office

Team
Updated today
Moneco Advisors logo

Moneco Advisors

Multi-team

Firm-wide stats for Moneco Advisors

Total advisors

52

Across 5 offices

Clients per advisor

53 Typical

Avg AUM per client

$801,091 High

HNW client ratio

27% High

About

Moneco Advisors provides fee‑based investment advisory and financial planning services primarily to individual and high‑net‑worth clients, and also offers retirement plan consulting for plan sponsors. The firm makes available portfolio management (discretionary and non‑discretionary), written financial plans, access to separately managed accounts and third‑party strategies, and participates in sponsored programs and held‑away account services through multiple custodial platforms.

Investment programs are tailored to client goals and risk tolerances and combine fundamental, technical and cyclical analysis with ongoing monitoring and rebalancing. Portfolios may include a wide range of instruments — mutual funds, ETFs, individual equities and bonds, alternatives and private funds, options, structured products, microcap securities and leveraged/inverse products — and the firm uses third‑party platforms (e.g., Orion Communities, FMAX, SEI) and tax‑aware implementations when appropriate.

Noteworthy aspects disclosed in the brochure include the firm’s multi‑team scale (43 advisors and roughly $2.28 billion in regulatory AUM) and an affiliated holding‑company structure that includes Moneco Insurance, LLC and Moneco Tax LLC, which can create referral and commission conflicts because some representatives are dually registered or licensed as insurance agents. The brochure also discloses a July 2025 consent order with the Massachusetts regulator related to lapses in IAR registration (including a $75,000 administrative payment and enhanced compliance steps), a related‑party lease arrangement benefiting certain senior personnel and clients, and custodial transition assistance arrangements that may present additional conflicts of interest.

Based on Moneco Advisors

Expertise

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k)

Based on Moneco Advisors

Occupation focus

Founder/Business Owner Executive

Based on Moneco Advisors

Location

440 Mamaroneck Ave, Suite 403

Harrison NY 10528

Advisors at this office

4

Advisors at this office

user avatar

Allen H

CFP®, Series 66

Harrison, NY

Moneco Advisors

Allen Hodys is a CFP® with seven years of industry experience, currently serving as a financial advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance and LPL Financial, among other firms. Hodys is also a licensed attorney based in Mamaroneck, NY. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm primarily serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, financial planning, and access to various advisory programs and third-party managers.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Vern H

CFP®, Series 63, Series 65

Harrison, NY

Moneco Advisors

Vern Hayden is a CFP® with over 51 years of experience in the financial industry. He is currently with Moneco Advisors and has held prior roles at Independent Advisor Alliance, Sovereign Financial Group, Money Concepts Capital Corp, Hayden Wealth Management, and Geneos Wealth Management. He is also the owner of The Center for Retirement and Investment Planning, LLC. Moneco Advisors is an SEC-registered multi-team firm with 43 advisors managing approximately $1.9 billion in assets. The firm serves individual and high-net-worth clients, offering fee-based portfolio management, retirement plan consulting, and access to third-party advisory programs, utilizing a range of investment strategies tailored to client goals and risk tolerances.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

William B

CFP®, Series 63, Series 65

Harrison, NY

Moneco Advisors

William Brancaccio is a CFP®-credentialed advisor with 15 years of industry experience. He is currently affiliated with Moneco Advisors and has held roles at LPL Financial, Independent Advisor Alliance, and Independent Financial Partners. Outside of his advisory duties, he is involved in a property and casualty insurance agency and owns a real estate business. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering a broad range of portfolio management and retirement plan consulting services tailored to client goals through multiple custodial platforms.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
user avatar

Byrke S

CFP®, Series 66

Harrison, NY

Moneco Advisors

Byrke Sestok is a CFP® with 24 years of industry experience, currently serving as an advisor at Moneco Advisors. He has previously worked with Independent Advisor Alliance, LPL Financial, and Independent Financial Partners. Outside of his advisory work, he is an artist designing enamel hat pins and teaches at the College for Financial Planning. Moneco Advisors provides fee-based investment advisory and financial planning services primarily to individual and high-net-worth clients, offering customized investment programs that incorporate multiple analysis methods and a broad range of portfolio instruments. The firm operates at scale with multiple advisory teams and affiliated entities that provide additional financial services.

Annuities Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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