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Justin Scott Moreci

Ep Wealth Advisors

Torrance, CA

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Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-12-23
  • CA RA
    APPROVED
    Since 2025-12-23

Branch Locations

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Newport Beach CA 11/2018 05/2020
Unemployed Yorba Linda CA 08/2018 11/2018
California State University - Fullerton Fullerton CA 08/2015 08/2018
Ubs Financial Services Inc. Seal Beach CA 04/2017 08/2017
Bank Of America, N.A. Newport Beach CA 12/2018 05/2020
Morgan Stanley Smith Barney Llc Newport Beach CA 05/2020 07/2022
Lido Advisors, Llc Los Angeles CA 07/2022 04/2025
Mariner Overland Park KS 04/2025 11/2025
Ep Wealth Advisors, Llc Torrance CA 12/2025 Present
  • 11/2018 → 05/2020
    Newport Beach, CA
  • 08/2018 → 11/2018
    Unemployed
    Yorba Linda, CA
  • 08/2015 → 08/2018
    California State University - Fullerton
    Fullerton, CA
  • 04/2017 → 08/2017
    Ubs Financial Services Inc.
    Seal Beach, CA
  • 12/2018 → 05/2020
    Bank Of America, N.A.
    Newport Beach, CA
  • 05/2020 → 07/2022
    Morgan Stanley Smith Barney Llc
    Newport Beach, CA
  • 07/2022 → 04/2025
    Lido Advisors, Llc
    Los Angeles, CA
  • 04/2025 → 11/2025
    Overland Park, KS
  • 12/2025 → Present
    Ep Wealth Advisors, Llc
    Torrance, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-07-30
  • S66 Uniform Combined State Law Examination
    2019-07-30
Other Names
  • Justin Scott Moreci
  • Justin Moreci

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