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Michael Robustelli

20 Years of Experience
Kng of Prussia, PA
BrokerSells Insurance

Michael Robustelli is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Kng of Prussia, PA, with 20 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

1000 Continental Drive, Suite 695, Kng of Prussia, PA, 19406

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Michael may earn commissions from insurance companies for sales of non-variable life, health, annuity, and/or disability income insurance products. He also owns MSR5, LLC (taking about 10-20% of his time) and JHMMSR, LLC (taking about a quarter of his time), both legal entities established for business purposes.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
December 2010 - Present · 15 yrs 5 mos
Northwestern Mutual Investment Services, LLCBroker
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
March 2008 - July 2008 · 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2006 - February 2008 · 1 yr 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 2005 - February 2008 · 2 yrs 2 mos
State Registrations49 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.