Philip Joseph Moraci
Investment adviser representative at Assetmark, Inc.
11 yearsExperience
1 stateRegistered in
$91.8BFirm assets
27 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Assetmark Brokerage, LLCMay 2026 to now
- Assetmark, Inc.Jul 2025 to now
- Assetmark Financial Holdings, IncJul 2025 to now
- University of Central FloridaSep 2024 to Jul 2025
- Vivint Smart HomeMay 2024 to Sep 2024
- University of Central FloridaSep 2023 to May 2024
- Vivint Smart HomeMay 2023 to Sep 2023
- University of Central FloridaSep 2022 to May 2023
- Vivint Smart HomeMay 2022 to Sep 2022
- University of Central FloridaAug 2021 to May 2022
- Lower Education StudentSep 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (IL).
Assetmark, Inc.
$91.8BAssets managed
456,452Clients
217Advisers
27 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
- 8174003
- Firm CRD
- 109018