Lisa Marie Moceri
Chief Operating Officer - Wealthspire InstitutionalWealthspire Retirement, LLCCRD 8209719
About Lisa Marie Moceri
Lisa Marie Moceri is listed as Chief Operating Officer - Wealthspire Institutional at Wealthspire Retirement, LLC in Aliso Viejo, CA. Form ADV reports a beneficial ownership band of Under 5%. Lisa Marie Moceri is associated with 4 registered advisers.
Reported ownership
Owns Under 5% of Wealthspire Retirement, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Lisa Marie Moceri work?
Lisa Marie Moceri is listed as Chief Operating Officer - Wealthspire Institutional at Wealthspire Retirement, LLC on SEC Form ADV.
How much of Wealthspire Retirement, LLC does Lisa Marie Moceri own?
Form ADV reports a beneficial ownership band of Under 5%.
Wealthspire Retirement, LLC
| Title | Chief Operating Officer - Wealthspire Institutional |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |
Axia Advisory, LLC
| Title | Chief Operating Officer - Wealthspire Institutional |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Fiducient Advisors LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Sellwood Investment Partners LLC
| Title | Chief Operating Officer - Wealthspire Institutional |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |