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RIA / WealthAdvisorCertified Financial Planner17 years in industry

SALIM P BOUTAGY

Advisor at MONECO ADVISORS

FAIRFIELD, CT

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:57cf8258-baa1-4767-1869-e76f3b9ebe24

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Feb 22, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MONECO ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 10, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Feb 10, 2009
First registration: Feb 22, 2010
Dual registered: no
IAPD individual key: 5428396

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MONECO ADVISORS	Independent wealth	Jan 9, 2023	n/a	yes	FAIRFIELD, CT	Current employment
GRATUS CAPITAL, LLC	Former SEC adviser	Mar 13, 2022	Jan 25, 2023	no	Trumbull, CT\|ATLANTA, GA	Previous registration
CW ADVISORS, LLC	Independent wealth	Oct 21, 2020	Mar 10, 2022	no	Westport, CT	Previous registration
CONGRESS WEALTH MANAGEMENT LLC	Former SEC adviser	Apr 21, 2017	Dec 2, 2020	no	WESTPORT, CT\|BOSTON, MA	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 18, 2013	Apr 19, 2017	no	NEW YORK, NY\|WESTPORT, CT	Previous registration
MORGAN STANLEY	Wirehouse	Feb 22, 2010	Jul 8, 2010	no	New York, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GRATUS CAPITAL, LLC	MONECO ADVISORS	Jan 25, 2023	Jan 9, 2023	-16	Firm change	RIA to RIA
CW ADVISORS, LLC	GRATUS CAPITAL, LLC	Mar 10, 2022	Mar 13, 2022	3	Firm change	RIA to RIA
CONGRESS WEALTH MANAGEMENT LLC	CW ADVISORS, LLC	Dec 2, 2020	Oct 21, 2020	-42	Firm change after gap	RIA to new firm
WELLS FARGO ADVISORS	CONGRESS WEALTH MANAGEMENT LLC	Apr 19, 2017	Apr 21, 2017	2	Firm change	Other
MORGAN STANLEY	WELLS FARGO ADVISORS	Jul 8, 2010	Jun 18, 2013	1,076	Firm change after gap	Wirehouse to wirehouse

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
149446:310873:MA:2020-12-02	Dec 2, 2020	Oct 21, 2020	BOSTON, MA	Firm change after gap

Relationships

Registered with (6)

→ MONECO ADVISORSRegistered adviserregistration: current employment
Jan 9, 2023 to presentfactForm ADV
→ GRATUS CAPITAL, LLCRegistered adviserregistration: previous registration
Mar 13, 2022 to Jan 25, 2023factForm ADV
→ CW ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 21, 2020 to Mar 10, 2022factForm ADV
→ CONGRESS WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Apr 21, 2017 to Dec 2, 2020factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 18, 2013 to Apr 19, 2017factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Feb 22, 2010 to Jul 8, 2010factForm ADV

Dated events

Occurred
Jan 25, 2023
Advisor changed firm
Salim P Boutagy left Gratus Capital, Llc for Moneco Advisors (registered 2023-01-09)
Form ADVobserved 4 days ago
Occurred
Mar 10, 2022
Advisor changed firm
Salim P Boutagy left Cw Advisors, Llc for Gratus Capital, Llc (registered 2022-03-13)
Form ADVobserved 4 days ago