TC
Thomas J. Colucci
MELIUS RESEARCH
New York, NY 10019
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CRD#: 7981033
TC
Professional summary
Thomas Joseph Colucci is a registered financial advisor currently at MELIUS RESEARCH located in New York, New York.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Thomas has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Joseph Colucci's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 3, 2024 - Present
MELIUS RESEARCH
Office #1: 152 W. 57th St. 6th Floor, New York, NY 10019RIA
CRD#: 312314
New York, NY
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
New York(10/3/2024)
Current Firm
MR
MELIUS RESEARCH
MELIUS RESEARCH | MELIUS RESEARCH LLC
CRD#: 312314 / SEC#:
New York
Registered Investment Advisory firm - (3/11/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
152 W. 57th St. 6th Floor, New York, NY 10019
Mailing Address
Phone number
(212) 503-6205
Established
Firm type
Fiscal year end
# of Employees
18
Red Flags
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