William Albert Patterson

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

• 08/2005 → 03/2017
  Metlife Securities Inc
  New York, NY
• 03/2017 → Present
  Mml Investors Services, Llc
  New York, NY
• 07/2016 → Present
  Massmutual Life Insurance
  New York, NY

Other Businesses

(1) Name: William Patterson Inv rel: Y Add: Residential Nature: Outside Insurance Business Position: Agent/Sales Start date: 08/09/2021 No. HR/MO: 1 No. HR/MO during sec trading: 0 Describe duties: Insurance Sales/Life (2) NAME: William A. Patterson Jr. INV REL: N ADD: Residential Address NATURE: Board Member of 158th Street and Riverside Drive Housing Co. Inc POSITION: Board Member START DATE: 11/01/2022 NO. HR/MO: 6 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: Board Member of River Terrace Cooperative (158th Street and Riverside Drive Housing Co. Inc.) Attend Board meetings and vote on items concerning the management and operating of the development.

Exams

• S63 Uniform Securities Agent State Law Examination
  1994-04-21

Other Names

• Bill Patterson