David Joseph Ferreira

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

• 08/2021 → Present
  Mml Investors Services, Llc
  Milford, MA
• 01/2021 → Present
  Massmutual Life Insurance Company
  Milford, MA
• 05/2005 → 10/2019
  Ibm
  Armonk, NY
• 10/2019 → 01/2021
  Independent Broker
  Milford, MA

Other Businesses

Name: David J Ferreira Insurance and Investments Inv Rel: Y Add: 291 Main St, Milford, MA 01757 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 10/01/2019 No. Hr/Mo: 10 No. Hr/Mo During Sec Trading: 5 Duties: Life, disability, long-term care, fixed annuities, and health.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-10

Other Names

• David J Ferreira
• David Joseph Ferreira