Anthony Fernando Forcione

Current Employers

Moneta Group Investment Advisors, Llc

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-07-03
MO	RA	APPROVED	2025-06-19

MA RA
APPROVED

Since 2025-07-03
MO RA
APPROVED

Since 2025-06-19

Branch Locations

380 Washington St Suite 200, Wellesley, MA 02481 • United States

190 Carondelet Plaza Suite 1200, St. Louis, MO 63105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Loomis Sayles	Boston	MA	06/2015	06/2018
Unemployed	Boston	MA	07/2018	02/2019
The Vant Group	Boston	MA	03/2019	06/2021
Rockland Trust	Boston	MA	06/2021	06/2025
Moneta Group Investment Advisors	St. Louis	MO	06/2025	Present

06/2015 → 06/2018

Loomis Sayles

Boston, MA
07/2018 → 02/2019

Unemployed

Boston, MA
03/2019 → 06/2021

The Vant Group

Boston, MA
06/2021 → 06/2025

Rockland Trust

Boston, MA
06/2025 → Present

Moneta Group Investment Advisors

St. Louis, MO

Other Businesses

Bentley University, education - non-investment related - Address: 175 Forest St. Waltham, MA, 02452, Position: Adjunct lecturer, Start: Jan 2026, Time Commitment: 6-10 hrs/month, no time during business hours, Duties: teaching

Designations