Nilesh M Patel

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

• 11/2013 → Present
  Massmutual Life Insurance Co
  Schaumburg, IL
• 01/2014 → Present
  Mml Investors Services, Llc
  Schaumburg, IL

Other Businesses

NAME: RDR FINANCIAL GROUP, LLC INV REL: Y ADDR: 949 N PLUM GROVE RD, STE D, SCHAUMBURG NATURE: INDIVIDUAL LIFE, HEALTH, GROUP LIFE, GROUP HEALTH POSITION: SALES, OWNERSHIP, AGENT START: 1/2014 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-03-08
• S63 Uniform Securities Agent State Law Examination
  2001-01-22