CC
CFP
CC
CFP

Christopher Covello

11 Years of Experience
Middletown, CT
Broker

Christopher Covello is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Middletown, CT, with 11 years of industry experience. Christopher 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
5077 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

Middletown, CT

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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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Employment History
Current Registrations
MML Investors Services, LLCBroker
March 2024 - Present · 2 yrs 7 mos
MML Investors Services, LLC
March 2024 - Present · 2 yrs 7 mos
MML Investors Services, LLC
March 2024 - Present · 2 yrs 7 mos
Previous Registrations
MML Investors Services, LLC
March 2017 - April 2022 · 5 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - April 2022 · 5 yrs 1 mo
Msi Financial Services, INC.
January 2016 - March 2017 · 1 yr 2 mos
Msi Financial Services, INC.Broker
November 2015 - March 2017 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2013 - September 2015 · 2 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2013 - September 2015 · 2 yrs 8 mos
State Registrations3 states
CTMATX
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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