Daniel Joseph Lupo

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

• 08/2024 → Present
  Mml Investors Services, Llc
  Holyoke, MA
• 07/2024 → Present
  Massmutual Life Insurance Company
  Holyoke, MA
• 07/2018 → 01/2020
  East Village Place
  East Longmeadow, MA
• 07/2018 → Present
  The Pizza Shoppe
  East Longmeadow, MA
• 08/2020 → 05/2024
  Western New England University
  Springfield, MA
• 08/2016 → 05/2020
  East Longmeadow High School
  East Longmeadow, MA

Other Businesses

(1) Name: Daniel Lupo Inv Rel: Y Add: Residential Address Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 07/29/2024 No Hrs/Mo: 1 No/Hrs Mo dur trading: 1 Describe Duties: Life(term/universal/whole), Disability and Fixed annuities.

Exams

• S66 Uniform Combined State Law Examination
  2024-11-27

Other Names

• Daniel Lupo
• Dan Lupo