Joanne
Amorosi

Mml Investors Services, LLC

CRD#4863569
Investment Advisor
in Norwalk, CT

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About this Advisor

Joanne Amorosi is a financial advisor based in Norwalk, Connecticut, working with Mml Investors Services, LLC. Joanne has previously held positions at Massmutual Life Insurance Company and Mml Investors Services. Joanne has passed the Series 63 regulatory exam and is registered to provide services in Connecticut. Currently, Joanne is part of Mml Investors Services, LLC, which operates out of Norwalk, Connecticut. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

501 Merritt 7 Corporate Park 5Th Floor
Norwalk, CT 06851

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

CT Average: $16,012,751,954
Total Number of Employees

7,130

CT Average: 118
Total Number of Accounts

351,645

CT Average: 4,567
Average Account Size

$207,106

CT Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Joanne Amorosi Work History

2024 - Present (0 year)

Massmutual Life Insurance Company

2004 - Present (20 years)

Mml Investors Services

2004 - 2023 (19 years)

Massmutual Life Insurance Company

Disclosures

Please visit the SEC profile of Joanne Amorosi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Lukas Mcelhenie
Sun Prairie, WI
Kannan Akins
Franklin, TN
Shaun Bernstein
New York, NY
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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