Michael Monastra, financial advisor Newtown Square PA

Michael Monastra

CRD Number: 2051471
Current Firm: Mml Investors Services, LLC

Michael Monastra (CRD# 2051471) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has over 33 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Newtown Square, PA Mar 2017 - Current 7
Massmutual Life Insurance Co Newtown Square, PA Jul 2016 - Current 7
Metlife Securities Inc. Springfield, PA Jul 1984 - Mar 2017 32
Metropolitan Life Insurance Company Springfield, PA Jul 1984 - Jul 2016 32
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
Contact Info for Michael S. Monastra
Phone Number: (413)737-8400
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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