Donald Marcus Boyce

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

• 01/1998 → 03/2017
  Metropolitan Life Insurance Company
  Brooklyn, NY
• 01/1998 → 03/2017
  Metlife Securities Inc.
  Brooklyn, NY
• 08/2004 → 03/2017
  Metlife Financial
  New Haven, CT
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  New Haven, CT
• 03/2017 → Present
  Mml Investors Services, Llc
  New Haven, CT

Previous Registrations

• 2004-09-03 → 2017-03-25
  Msi Financial Services, Inc.
  Brooklyn, NY
  New Haven, CT

Other Businesses

(1)Independent Insurance Agent - From Residential Address - 1Sec Hour 1Non Sec Hour - Selling Dental and Group Disability Income, Disability, Life/Accident/Health, Property & Casualty - Since 08/2001 (2) Independent Insurance Agent - From Residential Address - 0 Hours Involved - Selling Dental and Group Disability Income, Disability, Life/Accident/Health, Property & Casualty - Since 01/2004 (3) Independent Insurance Agent - From Residential Address - 0Hours Involved - Selling Dental and Group Disability Income - Since 01/2004 (4) Independent Insurance Agent - From Residential Address - 0 Hours Involved - Selling Life/Accident/Health - Since 01/2003. (5) Independent Insurance Agent - From Residential Address - 0 Hours Involved - Servicing Life/Accident/Health, Long-Term Care - Since 10/2009 (6) CT State Justice of the Peace - From 200 Orange Street Office of the County Clerk New Haven, CT 06510 - 0 Hours Involved - From 12/2008 (7) Name: Donald M. Boyce Inv rel: Y Add: 290 Center Road Easton, CT 06612 Nature: Board Service Position: Treasurer Start date: 04/01/2024 No. HR/MO: 12 No. HR/MO dur trading: 0 Describe duties: Maintaining the check book, business accounts and financial transactions for the church. These accounts are not investment accounts and there are two other signers. (8) Name: Donald M. Boyce Inv rel: Y Add: At Residential Address Nature: Board Service Position: President & Treasurer Start date: 12/04/2024 No. HR/MO: 1 No. HR/MO dur trading: 0 (9) Name: Knights of St. Patrick Charitable Foundation, Inc Inv rel: Y Add: 116 Beach 215th Street, Breezy Point, NY 11697 Nature: Board Service Position: Treasurer Start date: 11/01/2025 No. HR/MO: 1 No. HR/MO dur trading: 0 Duties: Manage checkbook, assist in raising funds for St. Patrick's Day parade. (10) Name: Tri-State Union Benefits Corp Inv rel: Y Add: At Residential Address Nature: Outside Insurance Sales Position: Insurance Broker Start date: 04/2010 No. HR/MO: 40 No. HR/MO dur trading: 40 Duties: Life, Disability, Property and Casualty, Long-term care, FMLA; Chronic Illness, Fixed annuities, and Health

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-02
• S63 Uniform Securities Agent State Law Examination
  1998-03-25