Merrill
44yrs
Top advisor by experience in Lake Mary
34yrs
Wayne Bartolacci
Full name on record: Wayne Mark Bartolacci
Financial advisor at MML Investors Services
Wayne Bartolacci is a financial advisor in Lake Mary, Florida, with 34 years in the industry. Wayne joined MML Investors Services in 2022, after two years at MSI Financial Services and seven years at Newsquare Capital. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
At a glance
Experience34 years (since 1992)
How that compares ?Top 7% by experience in Lake Mary
Office1525 International Parkway Suite 2021, Lake Mary, FL 32746
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2022 – nowMML Investors Services, LLCCurrent firm
- 2015 – 2017MSI Financial Services, Inc.Previously
- 2010 – 2017Newsquare Capital, LLCPreviously
- 2002 – 2015New England SecuritiesPreviously
Questions to ask Wayne
Tailored to Wayne’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Wayne
How do I contact Wayne?
Call MML Investors Services at (413) 226-0000 and ask for Wayne Bartolacci. Wayne works from the Lake Mary, FL office.
How long has Wayne been a financial advisor?
Wayne has been in the industry since 1992, about 34 years. Top 7% by experience in Lake Mary.
What licenses does Wayne hold?
Series 63. Tap any license on this page to see what it allows.
Is Wayne a fiduciary?
Wayne is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Wayne paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Wayne for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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