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Michael Lacosta

Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business

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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

13 years in the industry.

  1. MML Investors Services, LLCSep 2021 to now
  2. Massmutual Life Insurance Co.Jul 2021 to now
  3. Northwestern Mutual Wealth Management CompanyJul 2020 to Jul 2021
  4. Northwestern Mutual Life Insurance CompanyJan 2020 to Jul 2021
  5. Northwestern Mutual Investment Services LLCNov 2019 to Jul 2021
  6. UnemployedFeb 2019 to Nov 2019
  7. Tp Icap Corporates LLCJul 2013 to Feb 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2020
  • Series 65 · Uniform Investment Adviser Law2021

State registrations

Registered as an investment adviser representative in 1 state (NJ).

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
6098556
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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