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Dmitriy Yankelevich

Mml Investors Services, LLC

New York, NY

Glen Rock, NJ

CRD 5071236

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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
NJ RA APPROVED 2024-05-21
NY RA APPROVED 2021-04-06
TX RA APPROVED_RES 2019-02-14
  • NJ RA
    APPROVED
    Since 2024-05-21
  • NY RA
    APPROVED
    Since 2021-04-06
  • TX RA
    APPROVED_RES
    Since 2019-02-14

Branch Locations

155 East 44Th St 12Th Floor, New York, NY 10017 • United States

Glen Rock, NJ • 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
Axa Advisors, Llc New York NY 12/2005 02/2019
Mass Mutual Life Insurance Company New York NY 02/2019 Present
Mml Investors Services New York NY 02/2019 Present
  • 12/2005 → 02/2019
    Axa Advisors, Llc
    New York, NY
  • 02/2019 → Present
    Mass Mutual Life Insurance Company
    New York, NY
  • 02/2019 → Present
    Mml Investors Services
    New York, NY
Previous Registrations
Other Businesses

Name: Dmitriy Yankelevich Inv Rel: Y Add: 155 East 44th Street, 12th Floor, New York NY 10017 Nature: Outside Insurance Sales Position: Independent Insurance Agent Start Date: 09/08/2022 No Hrs/Mo: 5 No/Hrs Mo dur trading: 1 Describe Duties: Life (term/universal/whole), Disability, Long-term care, Fixed annuities and Health

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-01-17
  • S66 Uniform Combined State Law Examination
    2006-01-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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