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Northwestern Mutual Investment Services, LLC CRD 2881
1 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-08-09 |
Branch Locations
400 Broadhollow Rd Ste 200, Melville, NY 11747 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gregory Telge | Manchester | NH | 07/2022 | 03/2024 |
| Northwestern Mutual Investment Services Llc | Manchester | NH | 08/2022 | 03/2024 |
| Fidelity Investments | Cambridge | MA | 01/2012 | 05/2017 |
| Merrill Lynch | Wellesley | MA | 05/2017 | 07/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2022 | Present |
| Northwestern Mutual Investment Services Llc | Melville | NY | 03/2024 | Present |
| Nicholas A Llerena | Melville | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-01 |
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