Justin Manfredo

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

• 01/2016 → 03/2017
  Penn Mutual Life Insurance Co
  Horsham, PA
• 01/2016 → 03/2017
  Hornor Townsend & Kent Inc
  Horsham, PA
• 03/2017 → 03/2024
  National Life
  Hauppauge, NY
• 03/2017 → 03/2024
  Equity Services, Inc.
  Montpelier, VT
• 03/2024 → Present
  Mml Investors Services, Llc
  Huntington, NY
• 03/2024 → Present
  Massmutual Life Insurance Co
  Huntington, NY

Previous Registrations

• 2021-06-22 → 2024-03-20
  Equity Services, Inc.
  Hauppauge, NY

Other Businesses

(1) NAME: JUSTIN MANFREDO INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: BROKER START DATE: 4/1/2017 NO HRS/MO: 5 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: LIFE, FIXED ANNUITIES, DISABILITY, LONG-TERM CARE, & HEALTH. (2) NAME: LIFE LEGACY CONCEPTS INC. INV REL: Y ADD: 263 MAIN ST, 3RD FL, HUNTINGTON, NY 11743-6929 NATURE: OWNER OF CORPORATION FOR DBA FINANCIAL SERVICES POSITION: PRINCIPAL/FOUNDER START DATE: 3/8/2024 NO HRS/MO: 120 NO HRS/MO DUR TRADING: 120 DESCRIBE DUTIES: MANAGE PRACTICE AND WORK WITH CLIENTS.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-01-29

Other Names

• Justin L Manfredo