Patrick J Holmay

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

• 06/2004 → 07/2025
  Guardian Life Insurance Co
  Minnetonka, MN
• 03/2008 → 07/2025
  Park Avenue Securities, Llc
  Minnetonka, MN
• 07/2025 → Present
  Massmutual Life Insurance Co
  Plymouth, MN
• 08/2025 → Present
  Mml Investors Services, Llc
  Plymouth, MN

Previous Registrations

• 2014-01-09 → 2025-08-06
  Park Avenue Securities Llc
  Minnetonka, MN
  Eagan, MN

Other Businesses

(1)Name: Mary M. Holmay Trustee Revocable Trust Inv rel: Y Add: At Residential Address Nature: Trustee Position: Power of Attorney Start date: 08/03/2018 No. HR/MO: 5 No. HR/MO during sec trading: 2 Describe duties: Financial matter for my mother (2)Name: Patrick Holmay Inv rel: Y Add: At Residential Address Nature: Outside Insurance Sales Position: Insurance Broker Start date: 02/27/2015 No. HR/MO: 20 No. HR/MO during sec trading: 10 Describe duties: Life, Disability, Long-term care, Fixed Annuities and Health

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-04-20
• S63 Uniform Securities Agent State Law Examination
  2004-04-23

Other Names

• Patrick James Holmay