Chelsea Pagoaga

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

• 04/2026 → Present
  Mml Investors Services, Llc
  North Palm Beach, FL
• 05/2026 → Present
  Massmutual Life Insurance Co
  North Palm Beach, FL
• 06/2022 → 02/2024
  Kestra Private Wealth Services, Llc
  Boca Raton, FL
• 02/2024 → 06/2024
  Unemployed
  Boynton Beach, FL
• 07/2015 → 06/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 12/2016 → 08/2020
  Florida Atlantic University
  Boca Raton, FL
• 06/2022 → 02/2024
  Kestra Investment Services, Llc
  Boca Raton, FL
• 06/2024 → 04/2026
  Ameriprise Financial Services, Llc
  Boynton Beach, FL

Previous Registrations

• 2024-07-10 → 2026-05-07
  Ameriprise Financial Services, Llc
  Mercer Island, WA
  Boynton Beach, FL
• 2022-07-07 → 2024-04-04
  Kestra Private Wealth Services, Llc
  Boca Raton, FL
  Austin, TX
• 2016-02-11 → 2022-06-16
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL

Exams

• S66 Uniform Combined State Law Examination
  2016-02-06

Other Names

• Chelsea Dawn Pagoaga