AP
ChFC
AP
ChFC

Anthony Pagano

39 Years of Experience
Rochester, NY
BrokerSells Insurance

Anthony Pagano is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Rochester, NY, with 39 years of industry experience. Anthony 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

1 Reserve View Blvd, Rochester, NY, 14618

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Anthony works as an insurance agent for Elmwood Agency, selling life, disability, equity-indexed life, long-term care, fixed annuities, and health insurance. This activity takes nearly all of Anthony's time, including over 125 hours per month during trading hours.

Employment History
Current Registrations
MML Investors Services, LLC
January 2023 - Present · 3 yrs 9 mos
MML Investors Services, LLCBroker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Allstate Financial Services, LLCBroker
June 2000 - November 2021 · 21 yrs 5 mos
Prime Capital Services, INC.Broker
September 1998 - December 1999 · 1 yr 3 mos
Pruco Securities CorporationBroker
August 1985 - March 1997 · 11 yrs 7 mos
State Registrations2 states
FLNY
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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