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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
GA RA APPROVED 2025-05-27
  • GA RA
    APPROVED
    Since 2025-05-27

Branch Locations

Roswell, GA • United States

6 Concourse Pkwy Suite 2700, Atlanta, GA 30328 • 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
Massmutual Life Insurance Co Atlanta GA 04/2023 Present
Homestead Tiny House Co Alpharetta GA 01/2020 04/2023
Chasetaylor Productions New York City NY 01/2017 01/2020
Freelance New York City NY 01/2014 01/2017
Mml Investors Services, Llc Atlanta GA 03/2024 Present
  • 04/2023 → Present
    Massmutual Life Insurance Co
    Atlanta, GA
  • 01/2020 → 04/2023
    Homestead Tiny House Co
    Alpharetta, GA
  • 01/2017 → 01/2020
    Chasetaylor Productions
    New York City, NY
  • 01/2014 → 01/2017
    Freelance
    New York City, NY
  • 03/2024 → Present
    Atlanta, GA
Other Businesses

(1) Name: Chase Crandell Inv Rel: N Add: Residential Address Nature: Audiobook recording Position: Audiobook narrator Start Date: 10/14/2024 No. Hr/Mo: 40 No. Hr/Mo During Sec Trading: 0 Describe Duties: I am recording audiobook for authors from my home studio. (2) Name: Chase Crandell Inv Rel: Y Add: 6 Concourse Pkwy, Suite 2700, Atlanta, GA 30328 Nature: Outside Insurance Sales Position: Insurance Broker Start Date: 03/18/2026 No. Hr/Mo: 10 No. Hr/Mo During Sec Trading: 10 Duties: Life, Disability, Long-Term Care & Fixed Annuities.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-16
  • S66 Uniform Combined State Law Examination
    2025-04-16

View on SEC IAPD

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