Michael
Pappalardo

Mml Investors Services, LLC

CRD#7477691
Investment Advisor
in Boston, MA

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About this Advisor

Michael Pappalardo is a financial advisor based in Boston, Massachusetts, working with Mml Investors Services, LLC. Michael has previously held positions at Mass Mutual Life Insurance Co /Commonwealth Financial Group and Mml Investors Services LLC. Michael has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Michael is part of Mml Investors Services, LLC, which operates out of Boston, Massachusetts. 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

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

40 Water Street Suite L100
Boston, MA 02109

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

MA Average: 118
Total Number of Accounts

351,645

MA Average: 4,567
Average Account Size

$207,106

MA 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

Michael Pappalardo Work History

2021 - Present (3 years)

Mml Investors Services LLC

2011 - Present (13 years)

Mass Mutual Life Insurance Co /Commonwealth Financial Group

Disclosures

Please visit the SEC profile of Michael Pappalardo 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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