Marc P Virga

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

• 03/2017 → Present
  Mml Investors Services, Llc
  Newtown Square, PA
• 07/2016 → Present
  Massmutual Life Insurance Co
  Newtown Square, PA

Previous Registrations

• 2016-02-15 → 2017-12-31
  Newsquare Capital, Llc
  Newtown Square, PA
• 2015-01-02 → 2017-03-25
  Msi Financial Services, Inc.
  Newtown Square, PA
• 2008-04-08 → 2015-01-02
  New England Securities
  Newtown Square, PA

Other Businesses

(1) NAME: MARC VIRGA INV REL: Y ADD: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: OUTSIDE INSURANCE POSITION: SALES, AGENT START DATE: 05/2017 NO. HR/MO: 1. NO. HR/MO DURING SEC TRADING: OUTSIDE DUTIES: INDIVIDUAL LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, LONG TERM CARE (2) NAME: FILITALIA INTERNATIONAL INV REL: N ADD: 1835 EAST PASSYUNK AVE, PHILADELPHIA, PA 19148 NATURE: OTHER - AN ITALIAN/AMERICAN ORGANIZATION DEDICATED TO PRESERVING, PROTECTING AND CELEBRATING ITALIAN LANGUAGE AND CULTURE POSITION: COMMITTEE CHAIR FILITALIA INTERNATIONAL START DATE: 05/2017 NO. HR/MO: 1. NO. HR/MO DURING SEC TRADING: 1 (3) NAME: INNOVATIVE PLANNERS, LLC INV REL: Y ADD: 16 CAMPUS BLVD, NEWTOWN SQUARE, PA 19073 NATURE: LLC FOR BUSINESS PURPOSES POSITION: PARTNER START: 4/1/2022 NO HRS/MO: 2 NO HRS/MO DUR TRADING: 0 DESCRIBE DUTIES: BUSINESS MANAGEMENT TO HANDLE CERTAIN THINGS LIKED SHARED EXPENSES AND NON-MMLIA INSURANCE COMMISSIONS SOLD THROUGH THIS TEAM (EACH TEAM MEMBER HAS NON-MMLIA INSURANCE INDIVIDUALLY APPROVED AS AN OBA AS WELL) (4) NAME: MARC AND ALEXIS VIRGA INV REL: Y ADD: 4700 WEST AVE, UNIT #2, OCEAN CITY, NJ 08226 NATURE: SIMPLE RENTAL PROPERTY POSITION: CO-OWNER OF PROPERTY START DATE: 04/25/2023 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: MAINTAIN PROPERTY AND COLLECT RENT (5) NAME: UNICO GPC INV REL: N ADD: RESIDENTIAL ADDRESS NATURE: CHARITABLE SERVICE ORGANIZATION POSITION: PRESIDENT START DATE: 04/30/2026 NO. HR/MO: 6 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: CONDUCT MEETING, HOST EVENTS, RAISING MONEY TO DONATE DIRECTLY TO IN INDIVIDUALS IN NEED (6) NAME: VIRGULIO, LLC INV REL: Y ADD: @ RESIDENTIAL ADDRESS NATURE: OWNER OF LLC FOR PASS THROUGH COMPENSATION POSITION: OWNER START DATE: 01/17/2025 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DESCRIBE DUTIES: OWNER OF LLC FOR PASS THROUGH COMPENSATION

Exams

• S66 Uniform Combined State Law Examination
  2008-04-07
• S63 Uniform Securities Agent State Law Examination
  2006-10-31

Designations

• Chartered Financial Consultant