Anthony Fernando Forcione

Investment adviser representative at Moneta Group Investment Advisors, LLC

11 yearsExperience

2 statesRegistered in

CFADesignation

$50.5BFirm assets

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From SEC records

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

These describe the firm as a whole, not only this advisor.

11 years in the industry.

No exams in this record.

Registered as an investment adviser representative in 2 states (MA, MO).

$50.5BAssets managed

9,163Clients

254Advisers

37 yearsIn business

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.