Patrick Michael Connelly

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

• 12/2009 → 03/2017
  Metlife Securities
  Wall Township, NJ
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Wall Township, NJ
• 03/2017 → Present
  Mml Investors Services, Llc
  Wall Township, NJ

Previous Registrations

• 2016-02-19 → 2017-03-25
  Msi Financial Services, Inc.
  Flemington, NJ
  Fairfield, NJ
  Fairfield, NJ
  Wall Township, NJ

Other Businesses

(1) OWNER/CO-OWNER-RENTAL REAL ESTATE-FROM FREEHOLD, NJ-4HRS SEC, 6HRS NONSEC-SINCE 5/2013 (2) INDEPENDENT INSURANCE AGENT - DISABILITY FIXED ANNUITIES LIFE/ACCIDENT/HEALTH LONG-TERM CARE - FROM BUSINESS ADDRESS - 1 SECURITY HOURS AND 1 NON SECURITY HOURS - SINCE 03/2010

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-02-08
• S63 Uniform Securities Agent State Law Examination
  2011-02-07

Other Names

• Patrick Connelly