Matthew Charles Moceri
Investment adviser representative at Osaic Wealth, Inc.
14 yearsExperience
1 stateRegistered in
$234.9BFirm assets
29 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Apr 2026 to now
- Bank of America, N.A.Apr 2021 to May 2026
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedDec 2020 to May 2026
- Fifth Third BankMay 2019 to Dec 2020
- Fifth Third SecuritiesMay 2019 to Dec 2020
- Wells Fargo Clearing Services LLCNov 2017 to Apr 2019
- Bank of America, N.A.Oct 2012 to Nov 2017
- Merrill Lynch, Pierce, Fenner and Smith IncorporatedMay 2012 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MI).
Osaic Wealth, Inc.
$234.9BAssets managed
575,512Clients
7,792Advisers
29 yearsIn business
Official records
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.
- Individual CRD
- 5795331
- Firm CRD
- 23131