Timothy Donald Eckman

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

• 03/2006 → 06/2017
  Ubs
  New York, NY
• 06/2017 → 07/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
• 07/2024 → Present
  Mml Investors Servics, Llc
  New York, NY
• 07/2024 → Present
  Lenox Advisors
  New York, NY
• 07/2024 → Present
  Massmutual Life Insurance Company
  New York, NY
• 06/2017 → 07/2024
  Bank Of America, N.A.
  New York, NY

Previous Registrations

• 2017-07-14 → 2024-07-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Rockville Centre, NY

Other Businesses

NAME: TIMOTHY ECKMAN/ LENOX ADVISORS, INC INV REL: Y ADD: 90 PARK AVENUE, 18TH FL, NEW YORK, NY 10016 NATURE: OUTSIDE INSURANCE SALES POSITION: INSURANCE BROKER START DATE: 07/15/2024 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 5 DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, AND HEALTH

Exams

• S66 Uniform Combined State Law Examination
  2007-02-12

Designations

• Certified Financial Planner