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Christopher Edward Distefano

Mml Investors Services, LLC

Holyoke, MA

Longmeadow, MA

CRD 2733604

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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 2022-03-01
  • TX RA
    APPROVED_RES
    Since 2022-03-01

Branch Locations

330 Whitney Avenue Suite 600, Holyoke, MA 01040 • United States

Longmeadow, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Massmutual Life Insurance Company Holyoke MA 08/2003 Present
Mml Investors Services, Llc Holyoke MA 09/2003 Present
Other Businesses

(1)Name: Christopher DiStefano Inv rel: Y Add: Residential address Nature: NonMMLIA Insurance Brokerage Position: sales/agent Start date: 2003 No. HR/MO: 5 No. HR/MO during sec trading: 5 Describe duties: Life & fixed annuities .. (2)Name: Christopher DiStefano simple rental property Inv rel: Y Add: 65 Audubon Ave West Springfield, MA 01089 Nature: Simple Rental Property- 2 Family Rental Property Position: Owner Start date: 09/2007 No. HR/MO: 0 No. HR/MO during sec trading: 0 Describe duties: Landlord (Additional Rental Properties: 104 Albermarle Road Longmeadow, MA 01106 141 Homestead Blvd Longmeadow, MA 01106 390 Bliss Rd Longmeadow, MA 01106 1177 Lawnwood Dr Longmeadow, MA 01106).. (3)Name: Christopher DiStefano Inv rel: N Add: 1095 Main Street Springfield MA 01103 Nature: Other Position: Committee Member Start date: 03/20/2019 No. HR/MO: 1 No. HR/MO during sec trading: 1 Describe duties: participates in discussions around the best interest of Open Square DBA Springfield Day Nursery. (4) Name: DiStefano Financial Group, LLC Inv rel: Y Add: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040 Nature: Owner of LLC used for financial services business Position: Owner/Agent Start Date: 06/13/2026 No Hrs/Mo: 80 No/Hrs Mo dur trading: 4 Describe Duties: Sales and Service.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-30
S63 Uniform Securities Agent State Law Examination 1996-06-07
  • S65 Uniform Investment Adviser Law Examination
    1999-06-30
  • S63 Uniform Securities Agent State Law Examination
    1996-06-07
Designations
  • Certified Financial Planner
Other Names
  • Christopher E Distefano

View on SEC IAPD

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