Matthew Joseph La Sala

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

• 01/2020 → 04/2020
  Marks Paneth
  Purchase, NY
• 09/2017 → 11/2020
  Pace Perk
  Pleasantville, NY
• 05/2019 → 08/2019
  Fortistar
  White Plains, NY
• 11/2010 → 05/2017
  Hillsborough High School
  Hillsborough, NJ
• 09/2017 → Present
  Pace University
  Pleasantiville, NY
• 06/2016 → 08/2017
  Welcome Paisas
  Hillsborough, NJ
• 01/2021 → 12/2024
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2021 → 12/2024
  Northwestern Mutual Investment Services Llc
  Princeton, NJ
• 06/2022 → 12/2024
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 12/2024 → 12/2024
  Mml Investors Services, Llc
  Wall Township, NJ
• 12/2024 → Present
  Massmutual Life Insurance Co
  New York, NY
• 05/2021 → 08/2021
  Ernst & Young
  Iselin, NJ
• 01/2025 → Present
  Mml Investors Services, Llc
  Wall Township, NJ

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-11-15

Designations

• Certified Financial Planner

Other Names

• Matthew La Sala