MML Investors Services
44yrs
Top advisor by experience in Newtown Square
30yrs
Michael Root is a financial advisor in Newtown Square, Pennsylvania, with 30 years in the industry. Michael joined MML Investors Services in 2017, after two years at Newsquare Capital and two years at MSI Financial Services. 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
Experience30 years (since 1996)
How that compares ?Top 16% by experience nationwide
Office16 Campus Blvd Suite 200, Newtown Square, PA 19073
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 ?2 states
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
- 2017 – nowMML Investors Services, LLCCurrent firm
- Feb 2016 – Dec 2017Newsquare Capital, LLCPreviously
- 2015 – 2017MSI Financial Services, Inc.Previously
- 2002 – 2015New England SecuritiesPreviously
Contact Michael
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Michael. 16 Campus Blvd Suite 200Newtown Square, PA 19073Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Michael
Tailored to Michael’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 Michael
How do I contact Michael?
Call MML Investors Services at (413) 226-0000 and ask for Michael Root. Michael works from the Newtown Square, PA office.
How long has Michael been a financial advisor?
Michael has been in the industry since 1996, about 30 years. Top 16% by experience nationwide.
What licenses does Michael hold?
Series 63. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Michael paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Michael 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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