Connor
Chiulli

Mml Investors Services, LLC

CRD#7001175
Investment Advisor
in Armonk, NY

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About this Advisor

Connor Chiulli is a financial advisor working in Armonk, New York who has 2 years of relevant experience. Chiulli currently works for Mml Investors Services, LLC. During their career, Chiulli has held roles at Park Avenue Securities, Northwestern Mutual, Roanoke College, Massmutual Life Insurance Co, Mml Investors Services, LLC, Integrity Advisors Pension Consultants and Morgan Stanley. Chiulli has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in New York. Mml Investors Services, LLC is a company operating out of Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 people on staff. It administers $59 billion in assets between its 326,297 customer accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 447 charities and foundations. Mml Investors Services, LLC performs a broad array of services, including 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. Financial advisory fee schedules largely vary depending on which services the firm provides the client. However, fees billed by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 years

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

1 Byram Brook Place Suite 101
Armonk, NY 10504

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NY Average: 118
Total Number of Accounts

326,297

NY Average: 4,567
Average Account Size

$180,164

NY 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

Connor Chiulli Work History

Connor has been registered as a financial advisor for 2 years.*

2021 - Present (2 years)

Mml Investors Services, LLC

2020 - Present (3 years)

Massmutual Life Insurance Co

2021 - 2021 (< 1 year)

Park Avenue Securities

2020 - 2020 (< 1 year)

Northwestern Mutual

2020 - 2021 (1 year)

Integrity Advisors Pension Consultants

2018 - 2018 (< 1 year)

Morgan Stanley

2016 - 2020 (4 years)

Roanoke College

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Connor Chiulli 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

Michael Altavilla
Saratoga Springs, NY
Vincent Vaghi
Bethesda, MD
Jameson Lett
Dublin, OH
Brady Murray
Lehi, UT
Carlos Forde Jr
Peachtree Corners, GA
James Moore
Atlanta, GA
Ricardo Reyes
Iselin, NJ
Stephen Bishop
Bethlehem, PA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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