EP
CFP
EP
CFP

Enrico Piatelli

14 Years of Experience
Boston, MA
BrokerSells Insurance

Enrico Piatelli is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Boston, MA, with 14 years of industry experience. Enrico 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

1 Marina Park Drive, Ste 1600, Boston, MA, 02210-1832

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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

Enrico owns rental property and is an agent for a non-MMLIA insurance brokerage, selling individual and group life and health insurance, dedicating minimal time to each. He is also the manager/owner of Clarendon Team, LLC, established to run business expenses through, spending minimal time filing paperwork.

Employment History
Current Registrations
MML Investors Services, LLC
May 2021 - Present · 5 yrs 5 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
July 2019 - December 2020 · 1 yr 5 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
Baystate Wealth Management
May 2012 - February 2018 · 5 yrs 9 mos
New England SecuritiesBroker
December 2011 - January 2015 · 3 yrs 1 mo
State Registrations32 states
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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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