Daniel Rushefsky

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

• 10/2007 → 03/2017
  Metlife Securities Inc.
  Piscataway, NJ
• 03/2017 → Present
  Mml Investors Services, Llc
  Fairfield, NJ
• 07/2016 → Present
  Massmutual Life Insurance Co
  Fairfield, NJ

Previous Registrations

• 2007-12-03 → 2017-03-25
  Msi Financial Services, Inc.
  Piscataway, NJ
  Fairfield, NJ
• 2007-04-02 → 2007-08-16
  Morgan Stanley & Co. Llc
  Morristown, NJ
• 2006-07-19 → 2007-04-02
  Morgan Stanley Dw Inc.
  Morristown, NJ
• 2006-05-10 → 2006-07-17
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Short Hills, NJ

Other Businesses

Name: Capital Benefits LLC Inv rel: Y Add: 363 Rt 46 W Suite 140 Fairfield, NJ 07004 Nature: Life, health and P&C insurance sales Position: Sales Start date: 06/2016 No. HR/MO: 16 No. HR/MO during sec trading: 2 (2)Name: Daniel Rushefsky Inv rel: Y Add: 363 Rt 46 W Suite 140 Fairfield, NJ 07004 Nature: Life, health and P&C insurance sales Position: Sales, Agent Start date: 10/24/2019 No. HR/MO: 8 No. HR/MO during sec trading: 1 (3) Name: Daniel Rushefsky Inv rel: N Add: At Residential Address Nature: Companion Care for seniors/disabled Position: Companion Care Provider Start date: 4/15/2023 No. HR/MO: 20 No. HR/MO during sec trading: 0 Describe duties: Help seniors/disabled with activities and provide companionship

Exams

• S66 Uniform Combined State Law Examination
  2006-03-27

Other Names

• Daniel Rushefsky