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Matthew Peter Diluccio

Geller Advisors LLC

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About Matthew Peter Diluccio

Matthew Diluccio is an investment advisor representative, licensed in New York, with experience in the financial services industry. Matthew currently works with Geller Advisors LLC and Corient, both located in New York City. Matthew has previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated, where he provided financial advice to clients. Matthew holds the Series 3, 7TO, 63, and 65 licenses, demonstrating their comprehensive knowledge of securities and investment advisory regulations.

Firm Information

Matthew Diluccio is currently registered with Geller Advisors LLC. Geller Advisors LLC is an investment advisor based in NEW YORK, NY. The firm provides financial planning, portfolio management for individuals and pooled investment vehicles, and selection of other advisors. Geller Advisors LLC manages approximately $5.91 billion in assets for 797 clients, including high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles.
Geller Advisors LLC

909 THIRD AVENUE

NEW YORK, NY 10022

$5.91B

Assets Under Management

5

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Matthew Diluccio’s Registration & Firm History

NY

12/11/2023 - Present

Geller Advisors LLC (NEW YORK NY)

NY

11/10/2021 - 11/07/2023

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 08/01/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/13/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/25/2024

Series 3 - National Commodity Futures Examination

BC

Issued 11/10/2021

Series 7TO - General Securities Representative Examination

BC

Issued 09/20/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Peter Diluccio.
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