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Michael Lubrani

Mml Investors Services, LLC

Irvine, CA

Irvine, CA

CRD 7680701

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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
CA RA APPROVED 2024-02-13
  • CA RA
    APPROVED
    Since 2024-02-13

Branch Locations

Irvine, CA • United States

3333 Michelson Drive Suite 300, Irvine, CA 92612 • 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
Belle Vernon Area School Belle Vernon PA 08/2005 05/2017
Pennsylvania State University State College PA 05/2017 06/2021
Fragello Construction Belle Vernon PA 06/2021 08/2021
Di Giulio Financial Irvine CA 08/2021 08/2022
Massmutual Life Insurance Company Irvine CA 08/2022 Present
Mml Investors Services Llc Irvine CA 02/2023 Present
  • 08/2005 → 05/2017
    Belle Vernon Area School
    Belle Vernon, PA
  • 05/2017 → 06/2021
    Pennsylvania State University
    State College, PA
  • 06/2021 → 08/2021
    Fragello Construction
    Belle Vernon, PA
  • 08/2021 → 08/2022
    Di Giulio Financial
    Irvine, CA
  • 08/2022 → Present
    Massmutual Life Insurance Company
    Irvine, CA
  • 02/2023 → Present
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-27
  • S66 Uniform Combined State Law Examination
    2023-12-27

View on SEC IAPD

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