Thomas John Pellerito

Employer firm

Hantz Financial Services, Inc. CRD 46047

$10.0B regulatory AUM 1,861 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 12/2012 → Present
  Hantz Financial Services
  Southfield, MI

Other Businesses

Jean M.R. Smith Foundation; Non-Investment related; PO Box 42, Bad Axe, MI 48413-0042; Scholarship and Charitable Fund; Treasurer; Beginning on 01/01/24; Approximately 2 hours per month devoted to this business; Approximately 2 hours per month devoted to this business during securities trading hours; Duties include reviewing student letters and criteria, reviewing and making decisions--with Board Approval--portfolio changes and asset allocations, and educating board members on asset allocations.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-26

Designations

• Certified Financial Planner

Other Names

• Tom Pellerito