Best Investors Account Sign in

Courtney C Carberry

Mml Investors Services, LLC

Woodsboro, MD

Annapolis, MD

CRD 6845697

Claim This Profile
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:

Current Employers
Mml Investors Services, Llc

1295 State Street, Springfield, MA 01111-0001 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-07-29
  • MD RA
    APPROVED
    Since 2025-07-29

Branch Locations

Woodsboro, MD • United States

Annapolis, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mml Investors Services, Llc Woodsboro MD 05/2024 06/2025
Massmutual Life Insurance Company Woodsboro MD 05/2024 Present
Watersedge Wealth Management Hunt Valley MD 03/2022 05/2024
Honeywell Rosedale MD 10/2019 03/2022
Watersedge Wealth Management Elkridge MD 07/2017 10/2019
Newday Usa Fulton MD 07/2016 07/2017
Mml Investors Services Llc Woodsboro MD 06/2025 Present
  • 05/2024 → 06/2025
    Mml Investors Services, Llc
    Woodsboro, MD
  • 05/2024 → Present
    Massmutual Life Insurance Company
    Woodsboro, MD
  • 03/2022 → 05/2024
    Watersedge Wealth Management
    Hunt Valley, MD
  • 10/2019 → 03/2022
    Honeywell
    Rosedale, MD
  • 07/2017 → 10/2019
    Watersedge Wealth Management
    Elkridge, MD
  • 07/2016 → 07/2017
    Newday Usa
    Fulton, MD
  • 06/2025 → Present
    Mml Investors Services Llc
    Woodsboro, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-16
  • S66 Uniform Combined State Law Examination
    2025-07-16
Other Names
  • Courtney Morrice
  • Courtney C Morrice

View on SEC IAPD

More in Woodsboro, MD

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor