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Matthew Robert Sagers

Mml Investors Services, LLC

Walnut Creek, CA

Hercules, CA

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Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-08-26
CA RA APPROVED 2020-06-24
  • TX RA
    APPROVED
    Since 2026-08-26
  • CA RA
    APPROVED
    Since 2020-06-24

Branch Locations

1676 N California Blvd Ste 430, Walnut Creek, CA 94596 • United States

Hercules, CA • 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
Mass Mutual Life Insurance Co Walnut Creek CA 09/2019 Present
Mml Investors Services, Llc Walnut Creek CA 12/2019 Present
Unemployed Hercules CA 08/2019 11/2019
The Olympic Club San Francisco CA 12/2016 08/2019
The Bar Athletics Hercules CA 09/2016 12/2017
Unemployed Pinole CA 06/2016 09/2016
  • 09/2019 → Present
    Mass Mutual Life Insurance Co
    Walnut Creek, CA
  • 12/2019 → Present
    Mml Investors Services, Llc
    Walnut Creek, CA
  • 08/2019 → 11/2019
    Unemployed
    Hercules, CA
  • 12/2016 → 08/2019
    The Olympic Club
    San Francisco, CA
  • 09/2016 → 12/2017
    The Bar Athletics
    Hercules, CA
  • 06/2016 → 09/2016
    Unemployed
    Pinole, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-12
S63 Uniform Securities Agent State Law Examination 2020-03-04
  • S65 Uniform Investment Adviser Law Examination
    2020-06-12
  • S63 Uniform Securities Agent State Law Examination
    2020-03-04
Designations
Other Names
  • Matthew Sagers

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

More in Walnut Creek, CA

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