David Plouffe
Investment Adviser Representative at Moneco Advisors
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
David Plouffe is an investment adviser representative with Moneco Advisors in Fairfield, CT, where they have been registered since 2024, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Connecticut.
Office
Advisors at this office: 22
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Connecticut
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MONECO AdvisorsJul 2023 – Nov 2024Fairfield, CT
- Fairfield UniversitySep 2019 – May 2023Fairfield, CT
- Barnum Financial GroupJun 2022 – Aug 2022Shelton, CT
- MONECO AdvisorsSep 2021 – May 2022Fairfield, CT
- Intelisearch, Inc.Jun 2021 – Dec 2021Stamford, CT
- Figs Wood Fired BistroMay 2020 – Aug 2020Newtown, CT
- My Place RestaurantJun 2019 – Aug 2019Newtown, CT
- StudentJan 2014 – Aug 2019Newtown, CT
- MONECO AdvisorsNov 2024 – Mar 2025Fairfield, CT
- MONECO AdvisorsMar 2025 – Oct 2025Fairfield, CT
- Moneco AdvisorsNov 2025 – no end date reportedFairfield, CT
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Moneco Advisors
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $10,000 (waivable)
- Estimated blended rate
- 0.02
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 47
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Fairfield, CT
- SEC file number:
- 801-80027
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 8, 2026
View full firm profileOther advisors at Moneco Advisors
Showing 12 of 47 in the directory
Similar advisors in Fairfield, CT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. David Plouffe has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched