Grant Daniel Kohler

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

• 01/2020 → 01/2024
  Massmutual Life Insurance Co
  Rochester, NY
• 10/2020 → 01/2024
  Mml Investors Services, Llc
  Rochester, NY
• 01/2019 → Present
  Genesee Manufacturing Company
  Rochester, NY
• 01/2010 → 01/2019
  Lsi Solutions
  Victor, NY
• 01/2026 → Present
  Mml Investors Services, Llc
  Rochester, NY
• 01/2026 → Present
  Massmutual Life Insurance Co
  Rochester, NY

Previous Registrations

• 2023-02-03 → 2024-01-29
  Mml Investors Services, Llc
  Rochester, NY
  Rochester, NY

Other Businesses

1. Name: Genesee Manufacturing Company Inc, Inv Rel: N Addr: 566 Hollenbeck St, Rochester NY 14621 Nature: Manufacturing Company, Position: Business Development Director, Start: 1/1/2019, No Hr/Mo: 40 No Hr/Mo Dur Trading: 2 Duties: oversee sales and marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-01-31
• S63 Uniform Securities Agent State Law Examination
  2020-11-23

Other Names

• Grant Kohler