David Freno

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

• 01/2018 → 04/2021
  Eileen M. Burkhart & Co., Llc
  Cleveland Heights, OH
• 06/2017 → 01/2018
  The Mortgage Collaborative
  Cleveland, OH
• 02/2014 → 05/2017
  Fernley & Fernley, Inc.
  Philadelphia, PA
• 06/2021 → Present
  Massmutual Life Insurance Co
  Cleveland, OH
• 06/2021 → Present
  Mml Investors Services, Llc
  Cleveland, OH

Other Businesses

(1) NAME: MUSIC UPCOMING STARS IN THE CLASSICS INV REL: N ADD: 3939 LANDER ROAD CHAGRIN FALLS OH 44022 NATURE: NONPROFIT POSITION: BOARD MEMBER START DATE: 3/1/2018 NO. HR/MO: 4 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: ATTEND BOARD MEETINGS, COLLABORATE TO MAKE DECISIONS ON UPCOMING CONCERTS AND MUSICIANS. WORK WITH FINANCE COMMITTEE TO ASSIST THE EXECUTIVE DIRECTOR AND FINANCE MANAGER WITH FINANCIAL STRATEGY (2) NAME: FOREST HILL FINANCIAL LLC INV REL: Y ADD: RESIDENTIAL ADDRESS NATURE: LLC POSITION: OWNER START DATE: 4/27/2021 NO. HR/MO: 5 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: LLC ESTABLISHED FOR ACCOUNTING FOR ADVISORY INCOME (3) NAME: DAVID FRENO INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: OUTSIDE INSURANCE SALES POSITION: AGENT START DATE: 6/29/2021 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH, AND TRAVEL INSURANCE (4) NAME: PIANO CLEVELAND INV REL: N ADD: 20600 CHAGRIN BLVD, SUITE 610, SHAKER HEIGHTS, OH 44122 NATURE: BOARD SERVICE POSITION: BOARD OF DIRECTOR START DATE: 01/01/2024 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: ATTEND MEETINGS AND VOTE (5) NAME: LIMINAL PARTNERS INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE: CONSULTING POSITION: VICE PRESIDENT START DATE: 03/01/2024 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DESCRIBE DUTIES: PROVIDING MANAGEMENT CONSULTING AND ADMINISTRATIVE SUPPORT SERVICES TO A SELECT GROUP OF SUCCESSFUL ULTRA-HIGH NET WORTH BUSINESS OWNERS AND THEIR FAMILIES. VIRTUAL FAMILY OFFICE ADMINISTRATIVE SERVICES (6) NAME: DAVID FRENO INV REL: N ADD: AT RESIDENTIAL ADDRESS NATURE: MUSICIAN POSITION: FREELANCE PIANIST START DATE: 05/24/2024 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: PIANO SOLO OR ACCOMPANIST FOR VARIOUS EVENTS INCLUDING WEDDINGS, FUNERALS, SERVICES, ETC (7) NAME: SUMMIT ARTSPACE INV REL: N ADD: 140 E MARKET STREET, AKRON OH 44308 NATURE: VISUAL ARTS, STUDIO SPACE, WORKSHOPS, AND GALLERY POSITION: COMMITTEE MMBER START DATE: 06/19/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: NON-BOARD POSITION ONLY VOLUNTEER ON THE FINANCE COMMITTEE TO JOIN 1 HOUR MONTHLY MEETINGS TO REVIEW BALANCE SHEET AND FINANCIAL REPORTS, HEAR ABOUT PROGRAMS (8) NAME: UNIVERSITY CIRCLE INC. INV REL: N ADD: 10831 MAGNOLIA DRIVE, CLEVELAND, OH, 44106 NATURE: ARTS AND CULTURE NON PROFIT ORGANIZATION POSITION: COMMUNITY STAKEHOLDER START DATE: 12/01/2025 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: AS A RESIDENT OF THE COMMUNITY, I WAS ASKED TO JOIN A GROUP TO GUIDE THE PROCESS FOR 6-9 MONTHS AND PROVIDE LOCALIZED FEEDBACK ON WORKING TOWARDS A REFRESHED BRAND ARCHITECTURE AS WELL AS UPDATED COMMUNICATIONS AND MARKETING STRATEGIES (9) NAME: LAND STUDIO INV REL: N ADD: 2519 DETROIT AVENUE, SUITE 100, CLEVELAND, OH 44113 NATURE: ARTS AND CULTURE PROFIT POSITION: BOARD MEMBER START DATE: 01/01/2026 NO. HR/MO: 2 NO. HR/MO DURING SEC TRADING: 2 DESCRIBE DUTIES: SERVE AS A VOLUNTEER BOARD MEMBER TO ATTEND MEETINGS MAKE DECISIONS, DISCUSS PROGRAMMING, MAKE CONNECTIONS, AND PROMOTE THE WORK OF LAND STUDIO (10) NAME: OSET ETS WAREHOUSE LLC INV REL: Y ADD: 1782 E37 ST., CLEVELAND OH 44113 NATURE: REAL ESTATE FOR ART & MUSIC GALLERY POSITION: PARTNER START DATE: 03/24/2026 NO. HR/MO: 10 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: ACCOUNTING COORDINATION; LEASING ADMIN; REPORTING; VENDOR COORDINATION; & COMPLIANCE MATTERS

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-09-30

Designations

• Certified Financial Planner