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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

RUDOLF JOHN WEISS

Advisor at MONECO ADVISORS

FAIRFIELD, CT

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Search this name across graphsid dfx:ria:b5ade63a-13df-a643-5dc5-6a752c3778e5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 14, 1998 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: May 14, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: Mar 17, 2009
First registration: May 14, 1998
Dual registered: yes, broker-dealer
IAPD individual key: 718305

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 11, 2021	n/a	yes	FAIRFIELD, CT	Current employment
REBY ADVISORS, LLC	Former SEC adviser	Apr 8, 2015	Jan 5, 2021	no	DANBURY, CT	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Dec 13, 2005	Feb 25, 2015	no	STAMFORD, CT\|SHELTON, CT	Previous registration
OSAIC FA, INC.	Former SEC adviser	May 14, 1998	Dec 5, 2005	no	TARRYTOWN, 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
REBY ADVISORS, LLC	MONECO ADVISORS	Jan 5, 2021	Jan 11, 2021	6	Firm change	RIA to RIA
MSI FINANCIAL SERVICES, INC.	REBY ADVISORS, LLC	Feb 25, 2015	Apr 8, 2015	42	Firm change	Other
OSAIC FA, INC.	MSI FINANCIAL SERVICES, INC.	Dec 5, 2005	Dec 13, 2005	8	Firm change	Other

Relationships

Registered with (4)

→ MONECO ADVISORSRegistered adviserregistration: current employment
Jan 11, 2021 to presentfactForm ADV
→ REBY ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 8, 2015 to Jan 5, 2021factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Dec 13, 2005 to Feb 25, 2015factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
May 14, 1998 to Dec 5, 2005factForm ADV

Dated events

No dated event names this entity yet.