Julia Anne Tomei-Schaefer

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

• 08/2013 → 05/2025
  Ubs Financial Services Inc.
  Weehawken, NJ
• 06/2025 → Present
  Mml Investors Services, Llc
  New York, NY
• 06/2025 → Present
  Massmutual Life Insurance Co
  New York, NY

Previous Registrations

• 2013-10-30 → 2025-06-10
  Ubs Financial Services Inc.
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Weehawken, NJ
  Harrington Park, NJ

Other Businesses

NAME: JULIA TOMEI-SCHAEFER INV REL: Y ADD:10 GRAND CENTRAL 155 EAST 44TH ST, 12TH FL, NEW YORK, NY 10017 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 01/01/2026 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 10 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES & HEALTH.

Exams

• S66 Uniform Combined State Law Examination
  2013-10-28

Other Names

• Julia Anne Tomei
• Julia Anne Anne Tomei