Thomas Grammatico

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-30

Branch Locations

21 Masse Pl, Batavia, NY 14020 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Batavia	NY	03/2026	Present
Constellation Brands	Rochester	NY	08/2021	03/2026
Ey	Chicago	IL	10/2019	08/2021
State University Of New York At Geneseo	Geneseo	NY	08/2016	05/2019
C3 Advisory	Geneseo	NY	01/2018	04/2019
Constellation Brands	Victor	NY	04/2018	12/2018
Stafford Country Club	Stafford	NY	05/2019	10/2019
Bank Of America, N.A	Batavia	NY	04/2026	Present

03/2026 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Batavia, NY
08/2021 → 03/2026

Constellation Brands

Rochester, NY
10/2019 → 08/2021

Ey

Chicago, IL
08/2016 → 05/2019

State University Of New York At Geneseo

Geneseo, NY
01/2018 → 04/2019

C3 Advisory

Geneseo, NY
04/2018 → 12/2018

Constellation Brands

Victor, NY
05/2019 → 10/2019

Stafford Country Club

Stafford, NY
04/2026 → Present

Bank Of America, N.A

Batavia, NY

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-06-30