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Brendan J Conlon

Mml Investors Services, LLC

Melville, NY

East Meadow, NY

CRD 7311126

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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
NY RA APPROVED 2024-10-01
  • NY RA
    APPROVED
    Since 2024-10-01

Branch Locations

48 South Service Road Suite 400, Melville, NY 11747 • United States

East Meadow, NY • 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 Melville NY 05/2021 Present
Massmutual Life Insurance Company Melville NY 11/2020 Present
Unemployed East Meadow NY 03/2020 05/2021
Mortons The Steakhouse Great Neck NY 09/2015 03/2020
  • 05/2021 → Present
    Mml Investors Services, Llc
    Melville, NY
  • 11/2020 → Present
    Massmutual Life Insurance Company
    Melville, NY
  • 03/2020 → 05/2021
    Unemployed
    East Meadow, NY
  • 09/2015 → 03/2020
    Mortons The Steakhouse
    Great Neck, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-09-12
  • S66 Uniform Combined State Law Examination
    2024-09-12

View on SEC IAPD

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