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Chris Kampitsis

Mml Investors Services, LLC

Elmsford, NY

CRD 5635037

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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
NY RA APPROVED 2021-06-14
TX RA APPROVED_RES 2017-06-07
CT RA APPROVED 2017-03-25
  • NY RA
    APPROVED
    Since 2021-06-14
  • TX RA
    APPROVED_RES
    Since 2017-06-07
  • CT RA
    APPROVED
    Since 2017-03-25

Branch Locations

565 Taxter Road Suite 625 6Th Floor, Elmsford, NY 10523 • 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 Elmsford NY 03/2017 Present
Massachusetts Mutual Life Insurance Company Elmsford NY 07/2016 Present
Msi Financial Services Elmsford NY 07/2016 03/2017
  • 03/2017 → Present
    Elmsford, NY
  • 07/2016 → Present
    Massachusetts Mutual Life Insurance Company
    Elmsford, NY
  • 07/2016 → 03/2017
    Msi Financial Services
    Elmsford, NY
Previous Registrations
  • 2012-10-22 → 2017-03-25
    Msi Financial Services, Inc.
    White Plains, NY
    Elmsford, NY
    Shelton, CT
Other Businesses

(1) Name: Chris Kampitsis Inv rel: Y Add: Residential address Nature: Life Settlements/Viaticals Position: Sales Start date: 09/04/2018 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Assist customers with sales of whole life and/or universal life policies to a Life Settlement Company. (2) Name: Chris Kampitsis Inv rel: Y Add: 565 Taxter Road Suite 625 Elmsford NY 10523 Nature: Outside Insurance Sales Position: Sales Start date: 08/03/2009 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Life, Disability, Health. Property/Casualty, Group Whole, Term, DI, Long-term care, and Fixed Annuities. (3) Name: SKG Ventures LLC Inv rel: Y Add: 565 Taxter Road Suite 625 Elmsford NY 10523 Nature: Other-used for pass-through expenses Position: Partner Start date: 01/2019 No. HR/MO: 0 No. HR/MO during sec trading: 0. (4) Name: SKG Tax LLC Inv rel: Y Add: 565 Taxter Rd, Ste 505, Elmsford, NY 10523 Nature: Certified Public Accounting, Tax Preparation Services Position: Member Start date: 10/15/2022 No. HR/MO: 5 No. HR/MO during sec trading: 0 Describe duties: Manage/oversee operations. (5) Name: Taxter Marketing LLC Inv Rel: Y Add: 565 Taxter Rd Ste 625 Elmsford NY 10523 Nature: Consulting other advisors in the agency on marketing and leads generation activities Position: Partner Start Date: 8/1/2023 No Hrs/Mo: 5 No Hrs/Mo Dur Trading: 0 Duties: Management and consulting. (6) Name: Poroskef LLC Inv rel: Y Add: 565 Taxter Rd Ste 625 Elmsford NY 10523 Nature: Owner of LLC for pass through compensation Position: Owner Start Date: 3/1/2024 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Expense management.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-06-14
S63 Uniform Securities Agent State Law Examination 2009-02-19
  • S65 Uniform Investment Adviser Law Examination
    2010-06-14
  • S63 Uniform Securities Agent State Law Examination
    2009-02-19
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Christodoulos Kampitsis
  • Christopher Kampitsis

View on SEC IAPD

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