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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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-15
  • PA RA
    APPROVED
    Since 2026-06-15

Branch Locations

York Springs, PA • United States

100 Sterling Parkway Suite 307, Mechanicsburg, PA 17050 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Mechanicsburg PA 03/2017 07/2024
Massmutual Life Insurance Co Mechancisburg PA 03/2017 07/2024
Phoenix Contact Middletown PA 09/2015 03/2017
Mml Investors Services, Llc Mechanicsburg PA 01/2026 Present
Massmutual Life Insurance Co Mechanicsburg PA 05/2026 Present
Substitute Teaching Service Lancaster PA 08/2025 12/2025
Odl Zeeland MI 10/2024 04/2025
Unemployed York Springs PA 04/2025 08/2025
Unemployed York Springs PA 08/2024 09/2024
  • 03/2017 → 07/2024
    Mechanicsburg, PA
  • 03/2017 → 07/2024
    Massmutual Life Insurance Co
    Mechancisburg, PA
  • 09/2015 → 03/2017
    Phoenix Contact
    Middletown, PA
  • 01/2026 → Present
    Mechanicsburg, PA
  • 05/2026 → Present
    Massmutual Life Insurance Co
    Mechanicsburg, PA
  • 08/2025 → 12/2025
    Substitute Teaching Service
    Lancaster, PA
  • 10/2024 → 04/2025
    Odl
    Zeeland, MI
  • 04/2025 → 08/2025
    Unemployed
    York Springs, PA
  • 08/2024 → 09/2024
    Unemployed
    York Springs, PA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-07-16
S63 Uniform Securities Agent State Law Examination 2018-09-17
  • S65 Uniform Investment Adviser Law Examination
    2019-07-16
  • S63 Uniform Securities Agent State Law Examination
    2018-09-17
Other Names
  • Melissa Janel Yerger
  • Melissa Janel Mistretta

View on SEC IAPD

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