Russell Donath

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

• 10/2007 → Present
  National Bond And Trush
  Massapequa, NY
• 10/2008 → 03/2017
  Metlife Securities Inc
  Roslyn, NY
• 07/2016 → Present
  Massmutual Life Insurance Co
  East Hills, NY
• 03/2017 → Present
  Mml Investors Services, Llc
  East Hills, NY

Other Businesses

(1) INDEPENDENT INSURANCE AGENT - LIFE/ACCIDENT/HEALTH - FROM RESIDENTIAL ADDRESS - 2 SECURITY HOURS AND 0 NON SECURITY HOURS - SINCE 12/2009. (2) INDEPENDENT INSURANCE AGENT - DENTAL AND GROUP DISABILITY INCOME FROM RESIDENTIAL ADDRESS - 1 SECURITY HOURS AND 0 NON SECURITY HOURS - SINCE 07/2012. (3) INDEPENDENT INSURANCE AGENT - LONG-TERM CARE FROM RESIDENTIAL ADDRESS - 1 SECURITY HOURS AND 0 NON SECURITY HOURS - SINCE 03/2013. (4) INDEPENDENT INSURANCE AGENT - DENTAL AND GROUP DISABILITY INCOME FROM RESIDENTIAL ADDRESS - 1 SECURITY HOURS AND 0 NON SECURITY HOURS - SINCE 12/2013. (5) NAME: LEMONADE BENEFITS INV REL: Y ADDR: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE - HEALTH, PEO POSITION: SALES START: 06/16/2022 NO HRS/MO: 20 NO HRS/MO DUR TRADING: 15 DUTIES: SALES OF HR BENEFITS AND HEALTH INSURANCE.

Exams

• S63 Uniform Securities Agent State Law Examination
  2009-01-15