JT
CFP
JT
CFP

John Tosatto

16 Years of Experience
Pittsburgh, PA
BrokerSells Insurance

John Tosatto is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Pittsburgh, PA, with 16 years of industry experience. John 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

6 PPG Place, Suite 600, Pittsburgh, PA, 15222-5406

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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

John owns simple rental property since 2012, dedicating minimal time to it. He is also an outside insurance agent since 2021, selling life and disability insurance, also dedicating minimal time to this.

Employment History
Current Registrations
MML Investors Services, LLC
September 2019 - Present · 7 yrs 1 mo
MML Investors Services, LLC
September 2019 - Present · 7 yrs 1 mo
MML Investors Services, LLCBroker
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Northwestern Mutual Investment Services,llc
November 2012 - September 2019 · 6 yrs 10 mos
Northwestern Mutual Investment Services, LLCBroker
November 2009 - September 2019 · 9 yrs 10 mos
State Registrations20 states
CACOCTDCDEFLGAILKYMDMNMONCNJOHORPASCTNVA
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.
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