Melville, NY South Service Road Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

15

Of 5,064 advisors across 1,224 offices

Location

48 South Service Road, Suite 400

Melville NY 11747

Advisors at this office

15

Advisors at this office

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Theodore R

Series 66

Melville, NY

Mass Mutual Investors Services

Theodore Rogu is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has held positions at Mass Mutual Investors Services, MassMutual Life Insurance Company, and Morgan Stanley. Outside of his advisory role, he is co-owner of T&T Bedrock LLC, a real estate investment company focused on residential properties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, providing tailored strategies generally without investment discretion as part of planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Brendan C

Series 66

Melville, NY

Mass Mutual Investors Services

Brendan Conlon is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has two years of industry experience. He has been with Mass Mutual Investors Services since 2021 and concurrently associated with MassMutual Life Insurance Company since 2020. Prior to his financial services career, he worked at Mortons the Steakhouse for five years. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of investment programs and educational seminars, delivering financial planning through collaborative annual engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Janice S

Series 63

Melville, NY

Mass Mutual Investors Services

Janice Smith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 40 years of industry experience, including 30 years with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services. In addition to her advisory role, she works as an insurance brokerage agent specializing in individual and group life and health insurance. She also serves as a referral partner to a consulting group that identifies savings or credits through vendor and cost reviews. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Nino L

Series 63

Melville, NY

Mass Mutual Investors Services

Nino Luciano is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 23 years of industry experience. He has worked with MassMutual since 1992 and MML Investors Services since 2002. Outside of his advisory role, he is an insurance agent involved in individual and group life and health insurance brokerage. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, educational seminars, and specialized event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Anthony C

Series 63

Melville, NY

Mass Mutual Investors Services

Anthony Caputo is a financial advisor at MassMutual Investors Services with 29 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 2000. Caputo is also an agent licensed to sell individual life, health, group life, and group health insurance products. MassMutual Investors Services operates as a subsidiary of MassMutual, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative planning and tailored investment strategy recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Anthony B

Series 63

Melville, NY

Mass Mutual Investors Services

Anthony Borelli is a financial advisor with Mass Mutual Investors Services in Melville, NY, holding a Series 63 designation and having 31 years of industry experience. He has worked with MassMutual Life Insurance Co and Mass Mutual Investors Services since 1996. Outside of his advisory role, he has been involved in life insurance sales since 1995. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual planning relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Frank C

Series 63

Melville, NY

Mass Mutual Investors Services

Frank Cirasola Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 29 years of industry experience. He has been with MML Investors Services, Inc. since 1999. Outside of his advisory role, he is a partial owner and silent partner in Body Rituals Pilates Studio NY, Inc., providing financing for the business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael S

Series 63

Melville, NY

Mass Mutual Investors Services

Michael Sparks is a financial advisor with MassMutual Investors Services in Melville, NY, holding a Series 63 designation and 15 years of industry experience. He has been with MassMutual investors services and MassMutual Life Insurance Company since 2011. In addition to his advisory role, he is an insurance agent specializing in individual and group life and health insurance with various carriers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Eric E

Series 63

Melville, NY

Mass Mutual Investors Services

Eric Everitt is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the Series 63 designation and has been with Mass Mutual since 2009. In addition to his advisory role, he is a licensed agent for individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Deanna F

Series 63

Melville, NY

Mass Mutual Investors Services

Deanna Filosa is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and possessing 37 years of industry experience. She has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. In addition to her advisory role, she conducts educational workshops for medical students and physicians covering financial topics such as budgeting, saving, investing basics, insurance, credit and debt management, homeownership, and retirement. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools to provide written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Brad S

Series 63

Melville, NY

Mass Mutual Investors Services

Brad Somma is a financial advisor with Mass Mutual Investors Services in Melville, NY, holding the Series 63 designation and bringing 24 years of industry experience. He has worked with Mass Mutual Investors Services since 2009 and also maintains a role with MassMutual Life Insurance Company starting in 2008. In addition to his advisory work, Somma is an insurance agent involved in the sales and service of life, disability, long-term care insurance, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, structuring planning engagements as collaborative annual relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Charles P

Series 66

Melville, NY

Mass Mutual Investors Services

Charles Prince is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has worked with several firms including Partners Capital Services, Inc. and American Capital Partners, LLC. Outside of his advisory role, he is CEO and Managing Director of Generational Gifting, Inc., an educational resource website, and serves as an incorporator and board member for The Generational Gifting Concept Foundation For Youth, which supports charitable youth programs. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved software to analyze client goals and provide written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kevin C

Series 63, Series 65

Melville, NY

Mass Mutual Investors Services

Kevin Conlon is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance since 2001. In addition to his advisory role, he is an insurance agent specializing in individual and group life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services, along with educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Joseph G

Series 63, Series 65

Melville, NY

Mass Mutual Investors Services

Joseph Guarino is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Outside of his advisory role, he is also a licensed life and health insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using a collaborative, goal-oriented approach.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jason B

Series 63

Melville, NY

Mass Mutual Investors Services

Jason Breit is a financial advisor with MassMutual Investors Services in Melville, NY, holding a Series 63 designation and 18 years of industry experience. He has worked at MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is the owner and managing attorney of a law practice specializing in estate planning, asset protection, business start-ups, and retirement planning. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm utilizes firm-approved software and structured planning processes to deliver tailored recommendations through collaborative, annual engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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