Advisor at Mass Mutual Investors Services
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Moira, NY
Credentials
Series 63
Industry experience
12 years
Michael Lapage is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company, Absolute Capital & Life, and New York Life Insurance Company. Outside of his advisory role, he is involved as an insurance broker with Empire State Strategic Partners, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using collaborative, software-driven analysis to develop client recommendations.
Based on Mass Mutual Investors Services
Based on Mass Mutual Investors Services
Commissions on securities and insurance products sold; commissions vary by product
Minimum fee: Minimum annual fee of $500 for Financial Planning Services Fee-only: Annual financial planning fees range from $500 up to over $35,000, negotiable and possibly waived
Moira, NY
New York · Texas
Mass Mutual Investors Services
2016 - Present (10 years)
MassMutual Life Insurance co
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Series 65
Brushton, NY
Niles Asset Management, Inc
Ryan Niles is a financial advisor at Niles Asset Management, Inc. with over 20 years of experience. He holds a Series 65 designation and has been associated with Niles Asset Management since 2006. In addition to his advisory role, he has been involved with Clarkson University since 2017. Niles Asset Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, small businesses, and banks. The firm operates as a fee-only adviser with a core-and-satellite investment approach, offering a range of engagement options including discretionary asset management, hourly, retainer, and standalone planning or tax services.
CFP®
Brushton, NY
Niles Asset Management, Inc
Terry Niles is a CFP® professional with 35 years of experience at Niles Asset Management, Inc. He is based in Brushton, NY. Outside of his advisory work, he owns and supervises operations at Niles and Sons, LLC, which includes a restaurant. Niles Asset Management provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, pension plans, and small businesses. The firm employs a core-and-satellite investment approach and offers a variety of engagement structures without accepting commissions.
Series 65
Brushton, NY
Niles Asset Management, Inc
Graham Niles is a Series 65-licensed financial advisor at Niles Asset Management, Inc. with 11 years of industry experience. He has been with Niles Asset Management since 2015. Niles Asset Management provides personalized financial planning and investment management to a diverse client base, including individuals, trusts, estates, charities, pension plans, small businesses, and banks. The firm uses a core-and-satellite investment approach and offers a range of engagement options beyond typical asset management, such as fixed retainers and standalone planning or tax services.
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