Kevin Carbone

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

• 05/2025 → Present
  Massmutual Life Insurance Co
  New York, NY
• 05/2025 → Present
  Mml Investors Services, Llc
  New York, NY
• 05/2024 → 05/2025
  Teksystems
  New York, NY
• 09/2022 → 05/2024
  Teksystems
  New York, NY
• 06/2021 → 09/2022
  Teksystems
  New York, NY
• 06/2020 → 09/2020
  Dupont
  Dover, DE
• 06/2018 → 09/2018
  J.P. Morgan Chase & Co.
  New York, NY
• 09/2019 → 06/2021
  Rutgers University School Of Management & Labor Relations
  New Brunswick, NJ
• 09/2015 → 06/2019
  Binghamton University
  Binghamton, NY
• 06/2019 → 09/2019
  Unemployed
  Huntington, NY
• 05/2025 → Present
  Lenox Advisors
  New York, NY

Other Businesses

NAME: Kevin Carbone/Lenox Advisors, Inc, INV REL: Y, ADD: 90 Park Avenue, 18th Floor, New York, NY 10016 NATURE: Outside insurance Sales POSITION: Insurance Broker, START DATE: 5/19/2025, NO. HR/MO: 10, NO. HR/MO DURING SEC TRADING: 5, DUTIES: Life, Disability, Long-term care, Fixed Annuities, Health

Exams

• S66 Uniform Combined State Law Examination
  2025-12-04