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Michael A Lanza

Mml Investors Services, LLC

Lincoln Park, NJ

Saddle Brook, NJ

CRD 7121242

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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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-04-21
NJ RA APPROVED 2021-02-19
  • TX RA
    APPROVED_RES
    Since 2025-04-21
  • NJ RA
    APPROVED
    Since 2021-02-19

Branch Locations

Lincoln Park, NJ • United States

250 Pehle Ave Suite 405, Saddle Brook, NJ 07663-5832 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Inc. Saddle Brook NJ 12/2019 Present
Ubs Short Hills NJ 06/2019 08/2019
Dow Jones New York NY 11/2018 06/2019
Glen Ridge Cc Glen Ridge NJ 05/2017 11/2018
Lota & Bernard Cpa Midland Park NJ 06/2017 08/2017
Ramapo College Of Nj Mahwah NJ 09/2016 06/2020
Massmutual/ Lee, Nolan & Koroghlian, Llc Saddle Brook NJ 12/2019 Present
  • 12/2019 → Present
    Mml Investors Services, Inc.
    Saddle Brook, NJ
  • 06/2019 → 08/2019
    Ubs
    Short Hills, NJ
  • 11/2018 → 06/2019
    Dow Jones
    New York, NY
  • 05/2017 → 11/2018
    Glen Ridge Cc
    Glen Ridge, NJ
  • 06/2017 → 08/2017
    Lota & Bernard Cpa
    Midland Park, NJ
  • 09/2016 → 06/2020
    Ramapo College Of Nj
    Mahwah, NJ
  • 12/2019 → Present
    Massmutual/ Lee, Nolan & Koroghlian, Llc
    Saddle Brook, NJ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-02-15
  • S66 Uniform Combined State Law Examination
    2021-02-15
Designations
  • Certified Financial Planner
Other Names
  • Michael Lanza

View on SEC IAPD

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