Katelyn Grass

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

• 11/2025 → Present
  Mml Investors Services, Llc
  Coral Gables, FL
• 11/2025 → Present
  Massmutual Life Insurance Company
  Coral Gables, FL
• 06/2024 → Present
  Dance Unlimited
  Miami, FL
• 08/2022 → 06/2024
  Doral Academy Charter Elementary School
  Doral, FL
• 08/2015 → 06/2019
  John A. Ferguson Senior High School
  Miami, FL
• 06/2019 → 07/2022
  Florida International University
  Miami, FL

Other Businesses

Name: Dance Unlimited Inv rel: Y Add: 11420 SW 109th Rd, Miami, FL 33176 Nature: Employee of Dance Studio Position: Studio Manager Start date: 06/01/2024 No. HR/MO: 30 No. HR/MO during sec trading: 0 Describe duties: Run employee payroll, handle bookkeeping, coordinate studio events.

Exams

• S66 Uniform Combined State Law Examination
  2026-01-02