Charles Prince

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

• 11/2013 → 06/2021
  American Capital Partners, Llc
  Hauppauge, NY
• 06/2017 → 06/2021
  Partners Capital Services, Inc.
  Hauppauge, NY
• 06/2018 → 10/2022
  Imperial Meat Company - Imc
  Huntington, NY
• 01/2015 → 04/2018
  Blue Pacific, Inc.
  Huntington Station, NY
• 06/2021 → Present
  Massmutual Life Insurance Co
  Melville, NY
• 06/2021 → Present
  Mml Investors Services, Llc
  Melville, NY

Previous Registrations

• 2017-06-14 → 2021-07-15
  Partners Capital Services, Inc.
  Hauppauge, NY

Other Businesses

(1)Name: Charles Prince Inv rel: Y Addr: 48 South Service Road, Suite 400, Melville, NY 11747 Nature: Outside Insurance/Non-MMLIA: Life, disability, long-term care, fixed annuities, health Position: Agent Start: 06/25/2021 No hrs/mo: 5 No hrs/mo dur trading: 5 Duties: Sale of outside insurance. (2)Name: Generational Gifting, Inc Inv rel: Y Addr: At Residential Address Nature: Multi-Level Marketing Position: CEO/Managing Director Start: 06/07/2024 No hrs/mo: 30 No hrs/mo dur trading: 0 Duties: Manage the educational resource website, manage and delegate the flow of prospective leads generated from the website to licensed insurance agents. (3) Name: The Generational Gifting Concept Foundation For Youth Inv Rel: Y Add: Residential Address Nature: Private Foundation established to benefit youth programs Position: Incorporator and Board of Director Start Date: 01/29/2025 No Hrs/Mo: 10 No/ Hrs Mo dur trading: 0 Describe Duties: My duties and responsibilities include organizing and hosting charitable events to benefit underprivileged youth programs. Vetting partnered/associated charities that wish to engage with the Generational Gifting Concept foundation for youth events. Manage foundations social media content.

Exams

• S66 Uniform Combined State Law Examination
  2017-06-08

Other Names

• Charlie Prince