Joseph Naselli
Joseph Naselli is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Newtown Square, PA, with 25 years of industry experience. Joseph 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
April 2017Criminal
July 1990Other Business ActivitiesSells Insurance
Joseph is an agent for individual life and health insurance since 2013, dedicating a few hours per week. He also co-owns Newsquare Capital LLC, an independent investment advisor, spending minimal time on this activity.
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 Registrations1 state
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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