Joshua Miceli
Joshua Miceli is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Scottsdale, AZ, with 17 years of industry experience. Joshua 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
6263 N Scottsdale Rd, Suite 140, Scottsdale, AZ, 85250
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joshua is an agent for life, health, and group health insurance since 2009, and individually since 2016, dedicating about a quarter of his time to the latter. He also works in P&C sales for DFG Casualty & Benefits LLC, spending minimal time on it, and owns Miceli Financial, LLC for accounting purposes, and is a non-participatory member of TW Companies LLC for social media and lead generation.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations53 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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