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Rocco B
Series 63
Staten Island, NY
Mass Mutual Investors Services
Rocco Berardi is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. He previously worked for MetLife Securities and Metropolitan Life Insurance Company for over 40 years combined before joining Mass Mutual Investors Services in 2017. Outside of his advising role, Berardi is involved in various entrepreneurial ventures, including managing a restaurant and several real estate and recording studio businesses, as well as serving as president of a homeowners association. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational programs, generally focusing on goal-based planning and collaborative client relationships.
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