Matthew Peter Diluccio
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
$165.3BFirm assets
4 yearsFirm in business
Are you Matthew Peter Diluccio? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientJan 2025 to now
- Corient Services LLCJan 2025 to now
- Geller Advisors, LLCNov 2023 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJul 2021 to Nov 2023
- AdpJul 2020 to Jun 2021
- National GridMay 2019 to Aug 2019
- National GridMay 2018 to Aug 2018
- Boston College Basketball CampJun 2017 to Jul 2017
- EchomeOct 2016 to Feb 2018
- Boston CollegeAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7422661
- Firm CRD
- 319448