Lisa Marie Moceri
Chief Operating OfficerFiducient Advisors LLCCRD 8209719
About Lisa Marie Moceri
Lisa Marie Moceri is listed as Chief Operating Officer at Fiducient Advisors LLC in Chicago, IL. 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 Fiducient Advisors 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 at Fiducient Advisors LLC on SEC Form ADV.
How much of Fiducient Advisors LLC does Lisa Marie Moceri own?
Form ADV reports a beneficial ownership band of Under 5%.
Fiducient Advisors LLC
| Title | Chief Operating Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
Axia Advisory, LLC
| Title | Chief Operating Officer - Wealthspire Institutional |
| 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 |
Wealthspire Retirement, LLC
| Title | Chief Operating Officer - Wealthspire Institutional |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2026 |