Samuel Reece 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, LLCAug 2026 to now
- Assetmark, Inc.Jul 2025 to now
- Assetmark Financial Holdings Inc.Jul 2025 to now
- Vivint Smart Home, Inc.May 2022 to May 2025
- East Lake Car WashMay 2021 to May 2022
- East Lake High SchoolAug 2020 to May 2021
- The Hideaway At Saratoga LakeJun 2018 to Aug 2020
- UnemployedNov 2015 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 8186154
- Firm CRD
- 109018