Zakkary Tyler Tracy

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

• 06/2023 → Present
  Mml Investors Services, Llc
  Presque Isle, ME
• 10/2024 → Present
  Massmutual Life Insurance Company
  Presque Isle, ME
• 07/2018 → 09/2020
  Reno's Family Restaurant
  Caribou, ME
• 08/2019 → 05/2023
  University Of Maine At Presque Isle
  Presque Isle, ME
• 10/2020 → 05/2023
  Unemployed
  Easton, ME
• 10/2014 → 07/2018
  Unemployed
  Woodland, ME
• 04/2025 → Present
  United Insurance Group
  Presque Isle, ME

Other Businesses

NAME: UNITED INSURANCE GROUP INV REL: Y ADD: 34 NORTH STREET, SUITE 1, PRESQUE ISLE, ME 04769 NATURE: OUTSIDE INSURANCE SALES POSITION: CLIENT SUPPORT SPECIALIST START DATE: 04/25/2025 NO. HR/MO: 160 NO. HR/MO DURING SEC TRADING: 160 DUTIES: SUPPORT STAFF

Exams

• S66 Uniform Combined State Law Examination
  2025-03-01