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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Scalici is a financial advisor with over 30 years of experience in the industry. Thomas is currently registered with Cornerstone Advisors Asset Management, LLC in Bethlehem, PA. Thomas has previously held positions with a number of other firms, including Cornerstone Institutional Investors, Inc. and Mutual Service Corporation. Thomas has a wide range of experience in financial planning, portfolio management, and investment advisory services. Thomas provides services for individuals, families, businesses, and institutional clients. Cornerstone Advisors Asset Management, LLC is a Registered Investment Advisor (RIA) that provides a range of financial advisory services, including investment management, financial planning, and retirement planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
04/24/2007 - Present
Cornerstone Advisors Asset Management, LLC (BETHLEHEM PA)
PA
07/30/1998 - 02/22/2011
CORNERSTONE INSTITUTIONAL INVESTORS, INC. (BETHLEHEM PA)
MA
03/11/1996 - 07/22/1998
MUTUAL SERVICE CORPORATION (BOSTON MA)
FL
10/27/1989 - 03/11/1996
INVESTMENT MANAGEMENT & RESEARCH, INC (ST. PETERSBURG FL)
NA
02/17/1989 - 11/08/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
08/21/1986 - 02/25/1989
CAPITAL ANALYSTS, INCORPORATED
IA
Issued 10/10/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/08/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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