Bobbie Zerby

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

• 09/2017 → Present
  Massmutual Life Insurance Company
  Walnut Creek, CA
• 09/2018 → Present
  Mml Investors Services, Llc
  Walnut Creek, CA
• 08/2016 → 10/2017
  Lime Light Crm
  San Francisco, CA

Other Businesses

NAME: BOBBIE ZERBY INC. INV REL: Y, ADD: 1676 N CALIFORNIA BLVD STE 430, WALNUT CREEK, CA 94596 NATURE/DUTIES: CEO OF S CORP FOR ADVISORY/MMLIS BUSINESS POSITION: CEO START DATE: 10/14/2024 NO. HR/MO: 200 NO. HR/MO DURING SEC TRADING: 160

Exams

• S66 Uniform Combined State Law Examination
  2019-05-20

Designations

• Certified Financial Planner