Anthony Leonardo Maiuolo

Current Employers

Employment History

• 04/2016 → 03/2017
  Metlife Securities Inc
  New York, NY
• 03/2017 → Present
  Mml Investors Services, Llc
  Elmsford, NY
• 07/2016 → Present
  Massmutual Life Insurance Co
  Elmsford, NY

Previous Registrations

• 2016-04-21 → 2017-03-25
  Msi Financial Services, Inc.
  Elmsford, NY
• 2013-10-17 → 2016-04-08
  B. Riley Wealth Advisors, Inc.
  New York, NY

Other Businesses

(1) Name: Anthony Maiuolo Inv rel: Y Add: 565 Taxter Road Suite 625 Elmsford, NY 10523 Nature: Outside Insurance Sales Position: Independent Insurance Agent Start date: 11/2016 No. HR/MO: 3 No. HR/MO during sec trading:2 Describe duties: Life, Health, Disability, Property & Casualty, Group Whole, Term, DI, Long-term care, and Fixed Annuities. (2) Real Estate Owner in Mount Vernon New York from Residential address - 1 security hour and 2 non security hours - since 12/2013. (3) Name: SKG Ventures LLC Inv rel: Y Add: 565 Taxter Road Suite 625 Elmsford NY 10523 Nature: Other-used for pass-through expenses Position: Partner Start date: 01/2019 No. HR/MO: 0 No. HR/MO during sec trading: 0. (4) Name: SKG Tax LLC Inv rel: Y Add: 565 Taxter Rd, Ste 505, Elmsford, NY 10523 Nature: Certified Public Accounting, Tax Preparation Services Position: Member Start date: 10/15/2022 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Manage/oversee operations. (5) Name: Taxter Marketing LLC Inv Rel: Y Add: 565 Taxter Rd Ste 625 Elmsford NY 10523 Nature: Consulting other advisors in the agency on marketing and leads generation activities Position: Partner Start Date: 8/1/2023 No Hrs/Mo: 5 No Hrs/Mo Dur Trading: 0 Duties: Management and consulting. (6) Name: SOA Holdings LLC Inv rel: Y Add: 565 Taxter Rd Ste 625 Elmsford NY 10523 Nature: Owner of LLC for pass through compensation Position: Owner Start Date: 3/1/2024 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Expense management. (7) Name: Anthony Maiuolo Inv Rel: Y Add: At residential address Nature: Life Settlement Position: Insurance Agent Start Date: 06/15/2025 No. Hr/Mo: 1 No. Hr/Mo During Sec Trading: 0 Duties: Assist with life settlement case.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-25
• S63 Uniform Securities Agent State Law Examination
  2004-11-23

Designations

Other Names

• Tony Maiuolo
• Anthony Leonardo Maiuolo