SD
CFP
SD
CFP

Salvatore Dileo

43 Years of Experience
Hauppauge, NY
2 DisclosuresBrokerSells Insurance

Salvatore Dileo is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Hauppauge, NY, with 43 years of industry experience. Salvatore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1393 Veteran's Memorial Hwy, Suite 307S, Hauppauge, NY, 11788

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2018
Denied
Customer Dispute
November 1999
Denied
Other Business ActivitiesSells Insurance

Salvatore receives renewals from ODI on fixed life and long-term care insurance, and sells property and casualty insurance as an independent agent, dedicating minimal time to these activities. He is also a notary public.

Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
February 2014 - March 2017 · 3 yrs 1 mo
Msi Financial Services, INC.Broker
May 1983 - March 2017 · 33 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
May 1983 - July 2007 · 24 yrs 2 mos
State Registrations17 states
AZCACTDEFLGAMDMENCNJNVNYPASCTNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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