Wayne
Bartolacci

Mml Investors Services, LLC

CRD#2245288
Investment Advisor
in Newtown Square, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Wayne Bartolacci is a financial advisor operating out of Newtown Square, Pennsylvania who has 1 year of industry experience. Bartolacci is currently employed by Mml Investors Services, LLC. During their career, the advisor has held roles at Metlife Securities Inc, Mml Investors Services, LLC, Massachusetts Mutual Life Insurance Company, The New England and New England Securities. Bartolacci maintains a Series 63 license, designating them as a securities representative, and can work in Florida and Pennsylvania. Mml Investors Services, LLC is an advisory firm that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It administers $59 billion in assets under management between its 326,297 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 447 charities and foundations. The advisory firm has a number 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. Fees for financial management depend on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC most likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

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

16 Campus Blvd Suite 200
Newtown Square, PA 19073

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

PA Average: 118
Total Number of Accounts

326,297

PA Average: 4,567
Average Account Size

$180,164

PA 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

Wayne Bartolacci Work History

Wayne has been registered as a financial advisor for 1 years.*

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

1992 - 2015 (23 years)

The New England

1992 - 2015 (23 years)

New England Securities

*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 Wayne Bartolacci 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 Everritt
Tampa, FL
Vincent Vaghi
Bethesda, MD
Christopher Thrower
Dallas, TX
Jeremy Harness
Chesterfield, MO
John Whitehead
Lake Oswego, OR
Carlos Forde Jr
Peachtree Corners, GA
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started