Malcolm-Scott Ac Bosse

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

• 04/2016 → Present
  Mass Mutual Life Insurance Company
  Naples, FL
• 08/2017 → Present
  Mml Investors Services
  Naples, FL
• 04/2016 → Present
  Lenox Advisors, Inc.
  Naples, FL

Other Businesses

(1) Name: Malcolm Bosse / Lenox Advisors, Inc., Inv Rel: Y, Add: 1415 Panther Lane, Office 352, Naples, FL 34109, Nature: NonMMLIA Insurance Brokerage, Position: Sales, Start Date: 07/2016, No. HR/MO: 60, No. HR/MO During Sec Trading: 40, Describe duties: life & health (2) Name: Iridium Advisors, Inc., Inv Rel: Y, Add: 1415 Panther Lane, Office 352, Naples, FL 34109, Nature: Owner of S-Corp for Pass Through Compensation, Position: President, Start Date: 05/06/2026, NO. HR/MO: 0, NO. HR/MO During Sec Trading: 0

Exams

• S66 Uniform Combined State Law Examination
  2018-04-16
• S63 Uniform Securities Agent State Law Examination
  2005-09-19

Designations

• Certified Financial Planner

Other Names

• Malcolm A.C. Bosse
• Malcolm A C Bosse