Angelina Moccia

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → Present
  Morgan Stanley
  New York, NY
• 09/2018 → 05/2022
  Fordham University
  Bronx, NY
• 09/2017 → 05/2022
  Mecc Contracting
  Brooklyn, NY
• 09/2014 → 06/2018
  Oceanside High School
  Ocenaside, NY
• 05/2021 → Present
  Am To Pm Realty Llc
  Oceanside, NY

Other Businesses

1. AM to PM realty LLC 2. Not investment related 3. 3196 Ocean Harbor Drive, Oceanside, Ny, 11572 4. Passive real estate holding partnership with rental apartments. 5. 1/3 Member of LLC 6. Family LLC; Mom and Sister are the other two members 7. Started 5/5/2021 8. 0 hours 9. 0 hours 10. No duties, Passive income.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-03