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Todd John Mcdonald

Mml Investors Services, LLC

Latham, NY

Troy, NY

CRD 2589776

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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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-01-07
NY RA APPROVED 2021-06-14
  • TX RA
    APPROVED_RES
    Since 2026-01-07
  • NY RA
    APPROVED
    Since 2021-06-14

Branch Locations

24 Century Hill Drive Suite 105, Latham, NY 12110 • United States

Troy, NY • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Garden Gate Landscape L.T.D Waterliet NY 06/1986 Present
Massachusetts Mutual Life Ins. Co. Latham NY 01/1995 Present
Mml Investors Services, Llc Latham NY 02/1995 Present
  • 06/1986 → Present
    Garden Gate Landscape L.T.D
    Waterliet, NY
  • 01/1995 → Present
    Massachusetts Mutual Life Ins. Co.
    Latham, NY
  • 02/1995 → Present
    Latham, NY
Other Businesses

NAME: TODD MCDONALD INV REL: Y ADDR: 24 CENTURY HILL DR, STE 105, LATHAM, NY 12110 NATURE: INDIVIDUAL LIFE, GROUP LIFE, DI, LTC, FIXED ANNUITIES POSITION: AGENT START: 1/1/2004 NO HRS/MO: 3 NO HRS/MO DUR TRADING: 3.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2000-02-22
S63 Uniform Securities Agent State Law Examination 1995-04-28
  • S65 Uniform Investment Adviser Law Examination
    2000-02-22
  • S63 Uniform Securities Agent State Law Examination
    1995-04-28

View on SEC IAPD

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