Chelsea Grace Shanahan

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

• 07/2008 → 01/2026
  United Community Advisory Service
  Lenoir City, TN
• 07/2009 → 02/2018
  Invest Financial Corporation
  Lenoir City, TN
• 02/2018 → 01/2026
  Lpl Financial Llc
  Lenoir City, TN
• 02/2026 → Present
  Mml Investors Services, Llc
  Knoxville, TN
• 01/2026 → Present
  Massmutual Life Insurance Company
  Knoxville, TN

Previous Registrations

• 2020-08-27 → 2026-02-10
  Lpl Financial Llc
  Chattanooga, TN
  Lenoir City, TN
  Knoxville, TN
  Loudon, TN
  Cleveland, TN
  Alcoa, TN
  Loudon, TN
  Kingston, TN
  Lenoir City, TN
  Clinton, TN

Exams

• S66 Uniform Combined State Law Examination
  2020-08-25
• S63 Uniform Securities Agent State Law Examination
  2011-05-25

Other Names

• Chelsea Grace Moore