Best Investors Account Sign in

Lawrence Chalson

Mml Investors Services, LLC

Garden City, NY

CRD 6322488

Claim This Profile
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
NY RA APPROVED 2021-06-14
  • NY RA
    APPROVED
    Since 2021-06-14

Branch Locations

900 Stewart Ave Suite 260, Garden City, NY 11530 • 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
Massmutual Life Insurance Co Garden City NY 04/2009 Present
Mml Investors Services, Llc Garden City NY 06/2014 Present
Other Businesses

NAME: LAWRENCE CHALSON INV REL: Y ADD: 900 STEWART AVE, STE 260 GARDEN CITY NY 11530 NATURE: INDIVIDUAL LIFE, GROUP HEALTH POSITION: AGENT START DATE: 10/2015 NO HRS/MO: 1 NO HRS/MO DUR TRADING: 1

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-05-22
  • S63 Uniform Securities Agent State Law Examination
    2018-05-22

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Garden City, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor