William I Matteson

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

• 11/2015 → Present
  Mml Investors Services Llc
  New Hartford, NY
• 10/2015 → Present
  Massmutual Life Insurance Co
  New Hartford, NY

Other Businesses

(1) NAME: WILLIAM MATTESON, INV REL: Y, ADDR: #2 8378 SENECA TPKE NEW HARTFORD NY 13413-4956, NATURE: HEALTH, GROUP LIFE, GROUP DI, POSITION: AGENT, START:1/1/ 2002, NO HRS/MO: 2, NO HRS/MO DUR TRADING: 0. (2) NAME: TETON DREAMING LLC INV REL: Y ADDR: 8274 KELLOGG ST CLINTON NY 13323 NATURE: RENTAL INCOME POSITION: OWNER START DATE: 05/26/2022 NO. HR/MO: .5 NO. HR/MO DURING SEC TRADING:0 DUTIES: DETERMINE IF WE ARE GOING TO USE THE WEEKS WE ARE ALLOTTED IN THAT GIVEN YEAR. (3)NAME:600 FRENCH LLC, INV REL: Y ADDR: 600 FRENCH RD SOUTH BUILDING,SUITE 100, NEW HARTFORD NY 13413, NATURE:RENTAL INCOME-SUBLEASE WITH OTHER TENNANTS IN OUR OFFICE SPACE, POSITION: 50/50 PARTNERS, START: 8/1/2021, NO HR/MO:5 NO HR/MO DUR TRADING:5 DUTIES: SIGNED 7 YEAR LEASE WITH THE BUILDING OWNER. RUN AND MAINTAIN COMMUNIAL OFFICE SPACE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2003-05-09