SM
SM

Samuel Moscatelli

1 Year of Experience
Minnetonka, MN
Broker

Samuel Moscatelli is a registered investment advisor at Northwestern Mutual Investment Services,llc, based in Minnetonka, MN, with 1 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
2117 advisors
Number of Clients
1 client
Average Client Portfolio
Not specified

Fee Structure

Investment management only (planning not offered)

NMIS does not manage accounts directly for individual clients. NMIS provides referral services to other investment advisors and fixed income advice to other investment advisors.

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Location

601 Carlson Pkwy Ste 300, Minnetonka, MN, 55305

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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 Activities

Samuel has 50% ownership in Devious Goose Product Photography LLC, a media business, since May 2023. He works as a photographer and editor for about 10-20% of his time.

Employment History
Current Registrations
Northwestern Mutual Investment Services,llc
January 2026 - Present · 4 mos
Northwestern Mutual Investment Services, LLCBroker
January 2026 - Present · 4 mos
Previous Registrations
Wells Fargo Advisors
October 2024 - November 2025 · 1 yr 1 mo
Wells Fargo Clearing Services, LLCBroker
September 2024 - November 2025 · 1 yr 2 mos
State Registrations2 states
MNWI
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.
Samuel Moscatelli - Financial Advisor | TrueAdvisor