Brendan Michael Mcdonald

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

• 12/2016 → 03/2021
  New York Life Insurance Company
  Melville, NY
• 01/2017 → 03/2021
  Nylife Securities, Llc.
  Melville, NY
• 10/2016 → 12/2016
  John T Mather Hospital
  Port Jefferson, NY
• 06/2015 → 11/2016
  Sea Crystal Pools Inc.
  Islandia, NY
• 10/2014 → 09/2016
  Suny Cortland
  Cortland, NY
• 03/2021 → Present
  Mml Investors Services, Llc
  New York, NY
• 03/2021 → Present
  Mass Mutual Life Insurance Company
  New York, NY

Other Businesses

Name: Brendan McDonald Inv rel: Y Add: Residential Address Nature: Outside Insurance Sales Position: Insurance Broker Start date: 3/10/2021 No. HR/MO: 5 No. HR/MO during sec trading: 3 Describe duties: Selling fixed insurance products. Life Insurance. Fixed Annuities, Disability, and Long-Term Care.

Exams

• S66 Uniform Combined State Law Examination
  2023-12-19
• S63 Uniform Securities Agent State Law Examination
  2020-10-22

Other Names

• Brendan Mcdonald