Anthony M. Spinelli

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

• 03/2016 → 06/2022
  Jp Morgan Chase Bank, N.A.
  Bronx, NY
• 06/2022 → Present
  Mass Mutual Life Insurance Company
  Warren, NJ
• 08/2022 → Present
  Mml Investors Services Llc
  Warren, NJ

Previous Registrations

• 2012-10-01 → 2022-07-14
  J.P. Morgan Securities Llc
  Bronx, NY
  Bronx, NY
• 2011-07-14 → 2012-10-01
  Chase Investment Services Corp.
  Bronx, NY
  Bronx, NY
  Bronx, NY

Other Businesses

NAME: CLARA REALTY INV REL: Y ADD: 3653 EAST TREMONT AVE, BRONX NY 10465 NATURE: REALTOR/REAL ESTATE POSITION: INDEPENDENT AGENT START DATE: 12/26/2021 No. HR/MO: 5. No. HR/MO DURING SEC TRADING: 0. DESCRIBE DUTIES: REPRESENT CLIENT IN THE BUYING OR SELLING OF PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-13
• S63 Uniform Securities Agent State Law Examination
  2007-09-19

Other Names

• Anthony Michael Spinelli