Michael Root
Michael Root is a registered investment advisor at MML Investors Services, LLC, based in Newtown Square, PA, with 30 years of industry experience. Michael 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
16 Campus Blvd, Suite 200, Newtown Square, PA, 19073
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2019Customer Dispute
October 2010Other Business ActivitiesSells Insurance
Michael is an insurance agent selling individual life, health, group life & health, and life settlements, dedicating minimal time. He also serves as an athletic director for Holy Family CYO, a Catholic youth athletic organization, spending minimal time consulting with board members and parents to organize seasonal sports schedules.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
MML Investors Services, LLC
Previous Registrations
Newsquare Capital, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
State Registrations14 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
More Advisors
- Anthony Santisi, ChFCMML Investors Services, LLC
- James Trotter, CFPMML Investors Services, LLC
- Ryan MaloneyMML Investors Services, LLC
- Jacob Myers, CFP, ChFCMML Investors Services, LLC
- Peter ZoninoMML Investors Services, LLC
- Daniel Joie, CFPMML Investors Services, LLC