Adam F Potulski

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

• 03/2020 → 11/2022
  Ameriprise Financial Services Inc
  Red Bank, NJ
• 08/2016 → 03/2020
  Pnc Financial Services
  Bridgewater, NJ
• 11/2022 → Present
  Mml Investors Services, Llc
  Wall Township, NJ
• 11/2022 → Present
  Mass Mutual Insurance Company
  Wall Township, NJ

Previous Registrations

• 2020-07-23 → 2022-11-25
  Ameriprise Financial Services, Llc
  Red Bank, NJ

Exams

• S66 Uniform Combined State Law Examination
  2020-07-16

Other Names

• Adam F Potulski
• Adam Frederick Potulski