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Nathalie Maria Kallab Racimo

Mml Investors Services, LLC

Lynn, MA

Wakefield, MA

CRD 7988235

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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
NH RA APPROVED 2025-03-25
  • NH RA
    APPROVED
    Since 2025-03-25

Branch Locations

Lynn, MA • United States

301 Edgewater Place Suite 200, Wakefield, MA 01880 • 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, Llc Wakefield MA 09/2024 Present
Massmutual Life Insurance Company Wakefield MA 12/2024 Present
Neighborhood Of Affordable Housing East Boston MA 06/2018 09/2024
Tessi Consulting Boston MA 03/2022 03/2023
Smiota Boston MA 05/2017 04/2019
Hult International Business School Cambridge MA 07/2018 03/2019
Hult International Business School Cambridge MA 09/2016 03/2018
  • 09/2024 → Present
    Wakefield, MA
  • 12/2024 → Present
    Massmutual Life Insurance Company
    Wakefield, MA
  • 06/2018 → 09/2024
    Neighborhood Of Affordable Housing
    East Boston, MA
  • 03/2022 → 03/2023
    Tessi Consulting
    Boston, MA
  • 05/2017 → 04/2019
    Smiota
    Boston, MA
  • 07/2018 → 03/2019
    Hult International Business School
    Cambridge, MA
  • 09/2016 → 03/2018
    Hult International Business School
    Cambridge, MA
Other Businesses

Name: Thais Gandica Perez & Nathalie Kallab Racimo/Service Providers for A Place for Rover, Inc Inv rel: N Add: At Residential Address Nature: Pet Care Service Position: Dog Sitter Start date: 05/01/2024 No. HR/MO: 40 No. HR/MO during sec trading: 0 Describe duties: Providing care for dogs in owner's absence, including feeding, walking, and ensuring its safety and well-being.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-13
  • S66 Uniform Combined State Law Examination
    2025-03-13

View on SEC IAPD

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