Blake Klein

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

• 05/2026 → Present
  Massachusetts Mutual Life Insurance Company
  East Hills , NY
• 05/2026 → Present
  Mml Investors Services, Llc
  East Hills, NY
• 10/2022 → 11/2024
  Mml Investors Services, Llc
  East Hills, NY
• 04/2023 → 11/2024
  Massmutual Life Insurance Co
  East Hills, NY
• 06/2015 → 10/2017
  Kellenberg Memorial High School
  Uniondale, NY
• 10/2017 → 06/2019
  The Wheatley School
  Old Westbury, NY
• 01/2020 → 05/2020
  Liu Post University
  Brookville, NY
• 06/2020 → 05/2022
  Quinnipiac University
  Hamden, CT
• 06/2022 → 12/2023
  Adelphi University
  Garden City, NY
• 07/2019 → 01/2020
  Unemployed
  East Williston, NY
• 12/2024 → 05/2026
  Equitable Advisors, Llc
  New York, NY
• 12/2024 → 05/2026
  Equitable
  East Williston, NY

Previous Registrations

• 2025-02-20 → 2026-05-11
  Equitable Advisors, Llc
  East Williston, NY
  Melville, NY
  East Williston, NY
  East Williston, NY

Exams

• S66 Uniform Combined State Law Examination
  2025-02-11

Other Names

• Blake Klein
• Blake Michael Klein