Nyle Stephen Berkes

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

• 10/2010 → 07/2024
  Guardian Life Insurance Company
  Ottsville, PA
• 10/2010 → 08/2024
  Park Avenue Securities
  Ottsville, PA
• 06/2024 → Present
  Massmutual Life Insurance Company
  Wilkes-Barre, PA
• 08/2024 → Present
  Mml Investors Services Llc.
  Wilkes-Barre, PA

Previous Registrations

• 2021-08-02 → 2024-08-05
  Park Avenue Securities Llc
  Plains, PA
  Ottsville, PA
  Doylestown, PA
  Berwick, PA

Other Businesses

1) Name: NDB Holdings LLC, Inv Rel: Y Addr:@ residential addr on file, Nature: Rental property, Position: Owner, Start: 3/10/2022, No Hr/Mo:5 No Hr/Mo Dur Trading:0 Duties: General upkeep and management. 2) Name: Nyle Berkes, Inv Rel: Y Addr: @ residential addr on file, Nature: Outside Insurance Sales, Position: Agent, Start: 10/1/2011, No Hr/Mo: 5 No Hr/Mo Dur Trading: 0 Duties: Life, Disability, Property & Casualty, Fixed Annuities & Health. 3) Name: Nyle Berkes, Inv Rel: Y Addr: 636-638 LaSalle St Berwick PA 18603, Nature: Rental Property, Position: Owner, Start: 10/1/2020, No Hr/Mo: 1 No Hr/Mo Dur Trading:0 Duties: General upkeep and management. 4) Name: Nyle Berkes, Inv Rel: Y Addr: 153-155 Main St, Kingston PA 18704, Nature: Rental Property, Position: Owner, Start: 8/1/2017, No Hr/Mo: 5 No Hr/Mo Dur Trading: 0 Duties: General upkeep and management. 5) Name: DNB Tax Service LLC DBA Dynamic Tax Solutions, Inv Rel: Y Addr: @ residential address on file, Nature: Tax Preparation Position: Owner, Start: 1/1/2022, No Hr/Mo:0 No Hr/Mo Dur Trading:0 Duties: N/A 6) NAME: Community Giving Foundation INV REL: N ADD: 725 W Front St., Berwick PA 15603 NATURE: Distributes funds for charitable purposes POSITION: Board member START DATE: 01/01/2025 NO. HR/MO: .5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Once a quarter meeting and occasional community event.

Exams

• S66 Uniform Combined State Law Examination
  2021-07-14
• S63 Uniform Securities Agent State Law Examination
  2003-09-19

Other Names

• Nyle Stephen Berkes
• Nyle S Berkes