Matthew Peter Diluccio

Employer firm

Corient CRD 319448

$165B regulatory AUM 506 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2021 → 11/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2020 → 06/2021
  Adp
  Brooklyn, NY
• 08/2016 → 05/2020
  Boston College
  Chestnut Hill, MA
• 05/2019 → 08/2019
  National Grid
  Hicksville, NY
• 05/2018 → 08/2018
  National Grid
  Brooklyn, NY
• 10/2016 → 02/2018
  Echome
  Chestnut Hill, MA
• 06/2017 → 07/2017
  Boston College Basketball Camp
  Chestnut Hill, MA
• 11/2023 → Present
  Geller Advisors, Llc
  New York, NY
• 01/2025 → Present
  Corient
  New York, NY
• 01/2025 → Present
  Corient Services Llc
  Miami, FL

Previous Registrations

• 2023-12-11 → 2025-03-28
  Geller Advisors Llc
  New York, NY
• 2022-08-02 → 2023-11-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-01
• S63 Uniform Securities Agent State Law Examination
  2022-05-13

Other Names

• Matthew Diluccio
• Matt Diluccio