Philip Joseph Moraci

Current Employers

Employment History

• 07/2025 → Present
  Assetmark, Inc.
  Chicago, IL
• 05/2026 → Present
  Assetmark Brokerage, Llc
  Chicago, IL
• 05/2024 → 09/2024
  Vivint Smart Home
  Indianapolis, IN
• 09/2024 → 07/2025
  University Of Central Florida
  Orlando, FL
• 09/2023 → 05/2024
  University Of Central Florida
  Orlando, FL
• 07/2025 → Present
  Assetmark Financial Holdings, Inc
  Chicago, IL
• 05/2023 → 09/2023
  Vivint Smart Home
  Charlotte, NC
• 09/2022 → 05/2023
  University Of Central Florida
  Orlando, FL
• 05/2022 → 09/2022
  Vivint Smart Home
  Louisville, KY
• 09/2015 → 06/2021
  Lower Education Student
  Palm Harbor, FL
• 08/2021 → 05/2022
  University Of Central Florida
  Orlando, FL

Other Businesses

ASSETMARK FINANCIAL HOLDINGS, INC. (PARENT COMPANY) - IN CONCORD, CA - INVESTMENT RELATED - EMPLOYMENT START DATE 07/2025 - 160 HOURS / MONTHY - SALES COORDINATOR OF ASSETMARK, INC. - A REGISTERED INVESTMENT ADVISER - IN CONCORD, CA - AFFILIATE OF ASSETMARK BROKERAGE, LLC. - INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-07-31
• S65 Uniform Investment Adviser Law Examination
  2026-05-09

Other Names

• Philip Joseph Moraci
• Philip Joseph Moraci