AC
CFP · ChFC
AC
CFP · ChFC

Angelo Carcioppolo

13 Years of Experience
Cleveland, OH
BrokerSells Insurance

Angelo Carcioppolo is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Cleveland, OH, with 13 years of industry experience. Angelo 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

1956 Carter Road, Suite 200, Cleveland, OH, 44113

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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

Angelo services indexed annuity contracts from prior employers and is an outside insurance producer. He also serves as a volunteer board member for Kent State Twinsburg, dedicating minimal time to each of these activities.

Employment History
Current Registrations
MML Investors Services, LLC
May 2018 - Present · 8 yrs 5 mos
MML Investors Services, LLC
May 2018 - Present · 8 yrs 5 mos
MML Investors Services, LLCBroker
May 2018 - Present · 8 yrs 5 mos
Previous Registrations
W&s Brokerage Services, INC.Broker
October 2012 - May 2018 · 5 yrs 7 mos
State Registrations14 states
AZCADCFLILINMINCOHPATNTXVAWV
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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