Thomas D Pelliccio

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

• 07/2024 → Present
  Morgan Stanley
  New York, NY
• 09/2016 → 06/2024
  Primi Corp
  Bayonne, NJ
• 05/2022 → 09/2022
  Wealthplan Advantage
  Morristown, NJ
• 06/2023 → 08/2023
  Morgan Stanley
  New York, NY
• 09/2020 → 05/2024
  Fordham University
  Bronx, NY

Other Businesses

*673169 - Primi Corp; Investment Related - No; Bayonne, New Jersey; Restaurant/Bar/Nightclub; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2025; During Business Hours: 0; After Business Hours: 12; Customer Service

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-02-07
• S63 Uniform Securities Agent State Law Examination
  2024-08-05

Other Names

• Tom Dean Pelliccio