Anthony Fernando Forcione

Employer firm

Moneta Group Investment Advisors, LLC CRD 104727

$50.5B regulatory AUM 638 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (pooled vehicles)
Portfolio management (institutions)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

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