David Michael Connelly

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

• 03/2015 → Present
  Massmutual
  Newport Beach, CA
• 01/2016 → Present
  Mml Investors Services
  Newport Beach, CA

Other Businesses

(1)Name: David Connelly, Inv Rel: Y Add: 4675 Mac Arthur Ct #1050 Newport Beach CA 92660 Nature: Life, Health, Group life, Group health Position: Agent Start Date: 7/1/1996 No Hr/Mo: 5 No Hr/Mo Dur Trading: 0. (2) Name: Northpark Homeowners Association Inv Rel: N Add: 10 Meadow Valley Irvine, CA 92602 Nature: Homeowners Association Position: Secretary Start Date: 1/1/2022 No Hrs/Mo: 3 No Hrs/Mo Dur Trading: 0 Duties: act on behalf of our neighborhood association to maintain and improve our community within the guidelines set forth in the CC&R's

Exams

• S63 Uniform Securities Agent State Law Examination
  2016-02-05

Designations

• Certified Financial Planner