Chloe Joyce Mckee

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

• 08/2023 → 10/2023
  Ameriprise Financial Services, Llc
  Hingham, MA
• 11/2022 → 07/2023
  Brown Brothers Harriman
  Boston, MA
• 06/2022 → 09/2022
  Total Quality Logistics
  Boston, MA
• 06/2021 → 08/2021
  Fidelity Investments
  Covington, KY
• 08/2020 → 05/2021
  Xavier University
  Cincinnati, OH
• 10/2018 → 05/2022
  Xavier University
  Cincinnati, OH
• 08/2018 → 11/2022
  The River Club
  Scituate, MA
• 08/2016 → 03/2020
  Emilson Ymca
  Hanover, MA
• 05/2020 → 08/2020
  John Hancock Manulife
  Boston, MA
• 08/2018 → 05/2022
  Xavier University
  Cincinnati, OH
• 09/2014 → 06/2018
  Hanover High School
  Hanover, MA
• 11/2024 → Present
  Massmutual Life Insurance Co
  Boston, MA
• 12/2024 → Present
  Mml Investors Services, Llc
  Boston, MA
• 11/2023 → 11/2024
  Unemployed
  Boston, MA

Other Businesses

Name: The Wandering Bartender, LLC Inv Rel: N Addr: At residential address Nature: Restaurant/Bar Work Position: CEO, Founder, Owner Start Date: 05/20/2023 No. Hr/Mo: 10 No. Hr/Mo During Sec Trading: 0 Duties: Manager member of LLC.

Exams

• S66 Uniform Combined State Law Examination
  2024-10-24
• S63 Uniform Securities Agent State Law Examination
  2024-09-25