Christopher J Close

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

• 08/2020 → Present
  Massmutual
  Kennett Square, PA
• 09/2020 → Present
  Mml Investors Services
  Kennett Square, PA
• 09/2017 → Present
  Close Consulting, Llc
  Kennett Square, PA
• 06/2016 → 08/2017
  Noramco
  Wilmington, DE

Other Businesses

1)Name: E78 Partners Inv Rel: Y Add: Residential Nature: Consulting, Position: Owner Start:09/01/2017 No Hr/Mo:80 No Hr/Mo Dur Trading:80. (2) Name: Close Consulting LLC Inv Rel: Y Add: Residential Nature: Capstone Green Energy manufactures gas turbines and cogen, Position: Director Start Date: 06/16/2025 No. Hr/Mo: 5 No. Hr/Mo During Sec Trading: 5 Duties: Governance and oversight of Capstone Green Energy, will be a member of the audit committee and potentially compensation committee.

Exams

• S66 Uniform Combined State Law Examination
  2021-01-20

Other Names

• Christopher J Close
• Christopher Close