Patrick Caligiuri
Patrick Caligiuri is a registered investment advisor at MML Investors Services, LLC, based in Doylestown, PA, with 39 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
204 N. West Street, Suite 101, Doylestown, PA, 18901
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Patrick is an insurance agent selling individual life insurance since 2014, dedicating minimal time to this activity. Patrick also owns rental property since 2021, spending minimal time as a landlord.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Lincoln Investment Planning, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Citistreet Financial Services LLC
Citistreet Equities LLCBroker
Copeland Equities, INC.Broker
Security First Financial, INC.Broker
Copeland Equities, INC.Broker
Calvert Securities CorporationBroker
State Registrations12 states
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.