Michael J Perinelli

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2011 → 03/2017
  Metlife Securities Inc.
  Staten Island, NY
• 03/2017 → Present
  Mml Investors Services, Llc
  Staten Island, NY
• 07/2016 → Present
  Massmutual Life Insurance Company
  Staten Island, NY

Other Businesses

INDEPENDENT INSURANCE AGENT -PROPERTY & CASUALTY FROM RESIDENTIAL ADDRESS - 2 SECURITY HOURS AND 2 NON SECURITY HOURS - 05/2015 (2) NAME: MICHAEL PERINELLI INV REL: Y ADD: 200 LIBERTY STREET NEW YORK NY 10281 NATURE: FINRA ARBITRATION POSITION: ARIBTRATOR START DATE: APPROX 2/15/2022 NO HRS/MO: 10 NO HRS/MO DUR TRADING: 10 DUTIES: BE ONE OF 3 ARBITRATORS ON A PANEL AND LISTEN TO COMPANY/CUSTOMER DISPUTES AND REACH THE BEST POSSIBLE CONCLUSION (2) NAME: MICHAEL PERINELLI INV REL: Y ADD: 2 TELEPORT DRIVE SUITE 105 STATEN ISLAND NY 10311 NATURE: LIFE AND DI INSURANCE POSITION: FINANCIAL ADVISOR START DATE: 03/25/2022 NO HRS/MO: 8 NO HRS/MO DUR TRADING: 0 DUTIES: SERVICE EXISTING BOOK FOR LIFE AND DISABILITY POLICIES FROM METLIFE AND BRIGHTHOUSE (3) NAME: WEALTH PROTECTION STRATEGIES LLC INV REL: Y ADD: RESIDENTIAL NATURE: SETTING UP THE LLC TO EVENTUALLY BE A BENEFICIARY FOR LIFE INSURANCE DESIGNATIONS TO OUR SPOUSES/ FAMILIESPOSITION: CO-OWNER START DATE: 3/1/2022 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 0 DUTIES: SETTING UP THE LLC TO EVENTUALLY BE A BENEFICIARY FOR LIFE INSURANCE DESIGNATIONS TO OUR SPOUSES/ FAMILIES

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-09-16

Other Names

• Michael Joseph Perinelli