DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Thomas Musto
Feed of 09/14/2026
At current firm
5 y
since Sep 7, 2021
In the industry
24 y
since May 10, 2002 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- The Pinnacle Financial Group independent RIA currentsince Sep 7, 2021 · Rockville Centre, Ny
- Wells Fargo Advisors wirehouseDec 14, 2009 to Feb 21, 2017 · Babylon, Ny
- Citigroup Global Markets Inc. BD affiliatedMay 29, 2007 to Dec 19, 2009 · Deer Park, Ny
- Citicorp Investment Services unclassifiedFeb 13, 2006 to May 29, 2007 · East Northport, Ny
- Asset & Financial Planning, Ltd formerJul 26, 2005 to Jan 25, 2006 · Lake Success, Ny
- Citicorp Investment Services unclassifiedDec 6, 2004 to Jul 21, 2005 · East Northport, Ny
Moves
a registration end followed by a registration begin elsewhere
- Wells Fargo Advisors to The Pinnacle Financial Groupleft Feb 21, 2017, registered Sep 7, 2021 (1659 days) · Wirehouse to independent RIA
- Citigroup Global Markets Inc. to Wells Fargo Advisorsleft Dec 19, 2009, registered Dec 14, 2009 (-5 days) · Other
- Citicorp Investment Services to Citigroup Global Markets Inc.left May 29, 2007, registered May 29, 2007 (0 days) · corporate re-registration, not a move
- Asset & Financial Planning, Ltd to Citicorp Investment Servicesleft Jan 25, 2006, registered Feb 13, 2006 (19 days) · Other
- Citicorp Investment Services to Asset & Financial Planning, Ltdleft Jul 21, 2005, registered Jul 26, 2005 (5 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address