Raymond Congelosi
Raymond Congelosi is a registered investment advisor at MML Investors Services, LLC, based in West Hartford, CT, with 37 years of industry experience. Raymond 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
65 Lasalle Road, Suite 200 & 316, West Hartford, CT, 06107
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2025Customer Dispute
January 2011Other Business ActivitiesSells Insurance
Raymond is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance products since 1995. This takes a few hours per week, including some evenings and weekends.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
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.
Exams
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