Thomas Scalici is a CFP-designated registered investment advisor at M Holdings Securities, INC., based in Bethlehem, PA, with 39 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 3,621 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
M Holdings Securities offers various investment management programs with different fee structures. Some programs have wrap fees that cover advisory, brokerage, and custodial services in one fee. Other programs charge advisory fees separately from brokerage and other costs. Fees are negotiable with your financial professional and vary depending on the program chosen and the amount of assets managed. The maximum fee for WealthPursuit Wrap Fee Programs is limited to 3%. MPP Wrap Program fees will not exceed 1.36% for accounts with at least $150,000 in assets. WealthPursuit Prime fees are limited to a maximum rate of 3%.
Location
74 West Broad Street, Suite 340, Bethlehem, PA, 18018
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Thomas is a registered representative with M Holdings Securities and holds leadership positions at Cornerstone Institutional Investors, LLC and Cornerstone Advisors Asset Management, LLC. He also serves on various boards and committees, including the Catholic Foundation of Eastern Pennsylvania and the Allentown Art Museum, and is involved in ATM Opportunities Fund, LLC and Educational Opportunities, LLC.
Employment History
Current Registrations
M Holdings Securities, INC.Broker
Cornerstone Advisors Asset Management, LLC
Previous Registrations
Cornerstone Institutional Investors, LLC
Ycs Asset Management, INC.
Cornerstone Institutional Investors, INC.Broker
Cornerstone Financial Consultants LTD
Mutual Service CorporationBroker
Investment Management & Research, INCBroker
Integrated Resources Equity CorporationBroker
Capital Analysts, IncorporatedBroker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.