Thomas Scalici has been Executive Chairman/Manager of Cornerstone Advisors Asset Management since January 2006, is a control person of the firm and directly owns under 5% of it. Thomas Scalici holds a BA in Business Administration from Gettysburg College.
Cornerstone Advisors Asset Management, LLC is a Bethlehem, PA firm with $9.57B under management, 764 clients and 26 advisers in one office, as of its March 2026 filing.
Tom Scalici is Executive Chairman of Cornerstone Advisors Asset Management, LLC. He is a co-founder of Cornerstone and served as CEO from 2002-2025. He is responsible for guiding the long-term vision, assisting in the alignment between the board and management, and supporting transformational initiatives across the organization.
Thomas Scalici’s longest registration is the current one, 20 years at Cornerstone Advisors Asset Management since 2006. Before joining Cornerstone Advisors Asset Management in 2006, Thomas Scalici was registered through Cornerstone Institutional Investors, LLC and Ycs Asset Management, Inc.
- – present · 20 yearsBethlehem, PA · Adviser representative · Firm CRD 138638
- Cornerstone Institutional Investors, LLC– · 13 yearsBethlehem, PA · Adviser representative · Firm CRD 44664
- Ycs Asset Management, Inc.– · 7 yearsBethlehem, PA · Adviser representative · Firm CRD 109504
- Cornerstone Financial Consultants LTD– · 13 yearsAllentown, PA · Adviser representative · Firm CRD 105405
Professional designations
Listed by Cornerstone Advisors Asset Management
- AIF®
- CAP®
- CFP®
Investment adviser representative registrations
Thomas Scalici is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2006; the most recent is Texas, in April 2007.
- PennsylvaniaSince 9 February 2006
- TexasResidentSince 24 April 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 8 June 1998 |
| Series 65 | Uniform Investment Adviser Law Examination | 10 October 1991 |
| Series 7 | General Securities Representative Examination | 16 August 1986 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 August 1986 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Thomas Joseph Scalici
- CRD
- 1520689
- Firm
- Cornerstone Advisors Asset Management · CRD 138638
- Role
- Executive Chairman/Manager
- Office
- 74 WEST BROAD STREET, SUITE 340, Bethlehem, PA 18018
- Registration
- Investment adviser and broker registrations
- In the industry since
- August 1986
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cornerstone-companies.com
Where does Thomas Scalici work?
Thomas Scalici has been Executive Chairman/Manager of Cornerstone Advisors Asset Management, LLC since January 2006, and is a control person of the firm.
Is Thomas Scalici a financial advisor?
Yes. Thomas Scalici has a current investment-adviser registration in Pennsylvania and Texas, through Cornerstone Advisors Asset Management since February 2006.
How many years of experience does Thomas Scalici have?
Thomas Scalici has 40 years in the financial industry, since August 1986, across 4 adviser firms.
What exams has Thomas Scalici passed?
Thomas Scalici has passed 4 licensing exams: the Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 63, was passed in August 1986. FINRA credited Thomas Scalici with the SIE, which began in October 2018.
Where is Thomas Scalici based?
Thomas Scalici’s registered office is in Bethlehem, PA.
Is Thomas Scalici registered with FINRA?
Yes. Thomas Scalici has a current broker registration, under CRD 1520689.
Source: FINRA BrokerCheck
Is Thomas Scalici a CFP?
Cornerstone Advisors Asset Management lists Thomas Scalici with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Thomas J. Scalici biography, cornerstone-companies.com
How can I verify Thomas Scalici’s record?
Search CRD 1520689 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Thomas Scalici’s full registration record.
