Oliver Townsend Von Feldt

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

• 09/2025 → Present
  Massmutual Life Insurance Co
  Pleasant Hill, CA
• 09/2025 → Present
  Mml Investors Services, Llc
  Pleasant Hill, CA
• 08/2015 → 05/2017
  Corte Madera Middle School
  Portola Valley, CA
• 06/2017 → 08/2017
  Alpine Hills Tennis And Swimming Club
  Portola Valley, CA
• 08/2017 → 05/2018
  Saint Francis High School
  Mountain View, CA
• 06/2018 → 08/2018
  Alpine Hills Tennis And Swimming Club
  Portola Valley, CA
• 08/2018 → 05/2019
  Saint Francis High School
  Mountain View, CA
• 06/2019 → 08/2019
  Alpine Hills Tennis And Swimming Club
  Portola Valley, CA
• 08/2019 → 05/2020
  Saint Francis High School
  Mountain View, CA
• 06/2020 → 08/2020
  Alpine Inn
  Portola Valley, CA
• 08/2020 → 05/2021
  Saint Francis High School
  Mountain View, CA
• 06/2021 → 08/2021
  Alpine Inn
  Portola Valley, CA
• 08/2021 → 05/2022
  Loyola Marymount University
  Los Angeles, CA
• 05/2022 → 08/2022
  Alpine Hills Tennis And Swimming Club
  Portola Valley, CA
• 08/2022 → 05/2023
  Loyola Marymount University
  Los Angeles, CA
• 05/2023 → 08/2023
  Backcountry
  Palo Alto, CA
• 08/2023 → 05/2024
  Loyola Marymount University
  Los Angeles, CA
• 05/2024 → 08/2024
  Alpine Hills Tennis And Swimming Club
  Portola Valley, CA
• 08/2024 → 05/2025
  Loyola Marymount University
  Los Angeles, CA
• 05/2025 → 09/2025
  Unemployed
  Portola Valley, CA
• 09/2025 → Present
  Lenox Advisors
  Pleasant Hill, CA

Other Businesses

Oliver Von Feldt/Lenox Advisors, Inv Rel: Y Addr: 2300 Contra Costa Blvd, Suite 600 Pleasant Hill CA 94523, Nature:Outside Insurance, Position: Relationship Manager Start: 9/29/2025 No Hr/Mo: 10 No Hr/Mo Dur Trading: 5 Duties: Life, Disability, Long-term care, Fixed annuities, Health.

Exams

• S66 Uniform Combined State Law Examination
  2025-08-06

Other Names

• Oliver Von Feldt