Thomas Lamacchia

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

• 12/2021 → 08/2022
  Securian Financial Services
  Saint Paul, MN
• 12/2021 → 08/2022
  Minnesota Life Insurance Company
  Saint Paul, MN
• 12/2021 → 08/2022
  Allied Wealth Partners
  Paramus, NJ
• 09/2013 → Present
  Arcola Country Club
  Paramus, NJ
• 09/2016 → 05/2020
  Montclair State University
  Montclair, NJ
• 08/2022 → Present
  Morgan Stanley
  Paramus, NJ
• 04/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2022-05-04 → 2022-08-29
  Securian Financial Services, Inc.
  Paramus, NJ

Other Businesses

*520395- Arcola Country Club; Investment related No; Paramus, New Jersey; Golf Course; Employee(proprietor, partner, officer, director, employee, trustee, agent); 08/2014; During business hours: 0; After business hours: 5; *544938 - New Jersey Hitmen Hockey; Investment related: No; Wayne, New Jersey; Hockey Coach; Partner, Coach (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 0; After business hours: 20; Teaching Ten Year olds how to play hockey.

Exams

• S66 Uniform Combined State Law Examination
  2022-02-23