Daniel Ortoli
Daniel Ortoli is a registered investment advisor at MML Investors Services, LLC, based in Shelton, CT, with 34 years of industry experience. Daniel 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
6 Corporate Drive, Shelton, CT, 06484
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2013Other Business ActivitiesSells Insurance
Daniel is a notary public, spending minimal time notarizing non-client related paperwork. He is also an independent insurance agent since 2016, selling a variety of insurance products, and an assistant football coach at Shelton High School.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations21 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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