Frederick Philip Kessler

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

• 10/2016 → Present
  Massmutual
  East Syracuse, NY
• 01/2017 → Present
  Mml Investors Services
  East Syracuse, NY
• 04/2016 → 10/2016
  Unemployed
  Manlius, NY

Previous Registrations

• 2015-01-02 → 2016-02-22
  Msi Financial Services, Inc.
  Syracuse, NY
  Syracuse, NY
  Syracuse, NY
• 2002-07-24 → 2015-01-02
  New England Securities
  East Syracuse, NY
  Syracuse, NY
  East Syracuse, NY

Other Businesses

(1)NAME:F P KESSLER & ASSOCIATES LLC, INV REL:Y ADDR:6390 FLY RD E SYRACUSE NY 13057 NATURE:LIFE INSURANCE, HEALTH, GROUP LIFE, GROUP HEALTH, POSITION:SALES START:3/1/1965, NO HR/MO:10 NO HR/MO DUR TRADING:10. (2)NAME:F PHILIP KESSLER, INV REL:Y ADDR:6390 FLY RD EAST SYRACUSE NY 13057, NATURE:REAL ESTATE, POSITION:OWNER, START:1985, NO HR/MO:5 NO HR/MO DUR TRADING:5. (3)NAME:FREDERICK P KESSLER FBO ANN KESSLER TUW, INV REL:Y ADDR:100 MERIDIAN CENTER BLVD, ROCHESTER NY NATURE:TRUSTEE, POSITION:MANAGE TRUST, START:1997, NO HR/MO:1 NO HR/MO DUR TRADING:0. (4)NAME:LORETTO, INV REL:Y ADDR:700 E BRIGHTON SYRACUSE NY, NATURE:ELDER CARE, POSITION:BOARD SERVICE, START:1990, NO HR/MO:3 NO HR/MO DUR TRADING:0. (5)NAME:F P KESSLER JR & ASSOCIATES TPA LLC, INV REL:Y ADDR:6390 FLY RD, EAST SYRACUSE NY 13057, NATURE:TPA/PENSION SERVICES, POSITION:OWNER, START:1975, NO HR/MO:15 NO HR/MO DUR TRADING:15.

Designations

• Chartered Financial Consultant