Philip Michael Napolitano
Investment adviser representative at MML Investors Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$115.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Massmutual Life Insurance CoDec 2025 to now
- MML Investors Services, LLCDec 2025 to now
- American Eagle Federal Credit UnionJul 2023 to Dec 2025
- LPL Financial, LLCJul 2023 to Dec 2025
- Key Investment Services LLCJan 2019 to Jul 2023
- Edward JonesAug 2018 to Nov 2018
- S&p Global/s&p Investment Advisory ServicesOct 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2000
- Series 65 · Uniform Investment Adviser Law2003
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CT).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4269360
- Firm CRD
- 10409