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Thomas M
Series 66
Syracuse, NY
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Thomas Militello is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 17 years of industry experience. He previously worked at The Prudential Insurance Company of America and Pruco Securities LLC before joining United Planners in 2021. Militello also owns Adirondack Investment Strategies, a marketing DBA, and serves as an insurance agent for non-variable insurance. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory services through independent Investment Adviser Representatives, employing a mix of custodians and third-party money managers, with a notable focus on non-discretionary account management.
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