Timothy Francis Porter

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2000 → 10/2023
  New York Life Insurance Company
  New York, NY
• 08/2000 → 10/2023
  Nylife Securities Inc.
  New York, NY
• 10/2003 → 10/2023
  Nylife Distributors Llc
  Parsippany, NJ
• 10/2023 → 07/2024
  Unemployed
  Greenland, NH
• 07/2024 → 05/2025
  Fidelity Investments
  Portland, ME
• 03/2025 → 05/2025
  Fidelity Investments
  Boston, MA
• 05/2025 → Present
  Massmutual
  Springfield, MA
• 06/2025 → Present
  Mml Investors Services, Llc
  Greenland, NH

Previous Registrations

• 2025-03-31 → 2025-05-06
  Strategic Advisers Llc
  Portland, ME
  Greenland, NH
  Boston, MA
• 2024-10-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenland, NH
  Portland, ME

Exams

• S66 Uniform Combined State Law Examination
  2024-10-17
• S63 Uniform Securities Agent State Law Examination
  2003-10-24

Other Names

• Timothy Francis Porter
• Timothy Porter