Dannise Mazzola

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

• 07/2020 → 04/2022
  Mcadam Llc
  Marstons Mill, MA
• 08/2016 → 05/2020
  Catholic University Of America
  Washington, DC
• 06/2017 → 09/2019
  Gci Builders
  Marstons Mills, MA
• 03/2022 → 05/2023
  Mml Investors Services, Llc
  Boston, MA
• 07/2022 → 05/2023
  Massmutual Life Insurance Company
  Boston, MA
• 02/2024 → Present
  Mml Investors Services, Llc
  Boston, MA
• 02/2024 → Present
  Massmutual Life Insurance Company
  Boston, MA
• 05/2023 → 02/2024
  Baystate Financial
  Boston, MA
• 06/2019 → 11/2019
  Mml Investors Services, Llc
  Marstons Mills, MA

Previous Registrations

• 2020-09-21 → 2022-04-12
  Mcadam Llc
  Radnor, PA
  Marstons Mill, MA

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-04-29
• S65 Uniform Investment Adviser Law Examination
  2020-08-31

Other Names

• Danny Mazzola
• Dannise Mazzola
• Dannise Joseph Mazzola