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Shervin Sadr

Mml Investors Services, LLC

Boston, MA

Boston, MA

CRD 7404284

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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
TX RA APPROVED_RES 2023-07-10
  • TX RA
    APPROVED_RES
    Since 2023-07-10

Branch Locations

Boston, MA • United States

1 Marina Park Drive Ste 1600, Boston, MA 02210-1832 • 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 Boston MA 11/2021 Present
Mass Mutual Life Insurance Company Boston MA 06/2020 Present
Young Entrepreneurs Across America Waltham MA 09/2017 05/2020
Unemployed Waltham MA 09/2011 08/2017
  • 11/2021 → Present
    Mml Investors Services, Llc
    Boston, MA
  • 06/2020 → Present
    Mass Mutual Life Insurance Company
    Boston, MA
  • 09/2017 → 05/2020
    Young Entrepreneurs Across America
    Waltham, MA
  • 09/2011 → 08/2017
    Unemployed
    Waltham, MA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2022-05-27
  • S63 Uniform Securities Agent State Law Examination
    2022-05-27

View on SEC IAPD

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Nearby Offices

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BAYPINE HOLDINGS LP · BOSTON, MA
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