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William Alan Frechtman

Mml Investors Services, LLC

Cumming, GA

CRD 5560091

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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
GA RA APPROVED 2020-02-13
  • GA RA
    APPROVED
    Since 2020-02-13

Branch Locations

Cumming, GA • 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
Mass Mutual Life Insurance Co Cumming GA 10/2007 Present
Mml Investors Services, Llc Cumming GA 09/2018 Present
Other Businesses

(1)NAME: WILLIAM FRECHTMAN, INV REL: Y, ADDR: 965 STEFAN WALK, CUMMING, GA 30040, NATURE: INDIVIDUAL LIFE, HEALTH, GROUP HEALTH, POSITION: AGENT, START: 01/01/2011, NO HRS/MO: 1, NO HRS/MO DUR TRADING: 1. (2)NAME: THE CONNECTIVE NETWORKING, INV REL: N, ADDR: AT RESIDENTIAL ADDRESS, NATURE: REFERRALS OF INDIVIDUALS FOR MEMBERSHIP, POSITION: MEMBER, START: 04/16/2025, NO HRS/MO: 1, NO HRS/MO DUR TRADING: 0, DUTIES: INTRODUCE INDIVIDUALS TO CONSIDER MEMBERSHIP (3)NAME: DAVID'S MEN NETWORK, INV REL: N, ADD: AT RESIDENTIAL ADDRESS, NATURE: NONPROFIT, POSITION: TREASURER, START DATE: 04/01/2026, NO. HR/MO: 4, NO. HR/MO DURING SEC TRADING: 0, DUTIES: PROVIDE ADVICE ON DEVELOPING MENTORSHIP PROGRAM AND CONSULT REGARDING FINANCIAL AND BUSINESS DECISIONS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-01-06
S63 Uniform Securities Agent State Law Examination 2019-02-01
  • S65 Uniform Investment Adviser Law Examination
    2020-01-06
  • S63 Uniform Securities Agent State Law Examination
    2019-02-01
Other Names
  • William A Frechtman
  • Bill Frechtman
  • Billy Frechtman
  • William Alan Frechtman

View on SEC IAPD

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