Joseph Montooth

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

• 09/2025 → Present
  Mml Investors Services, Llc
  Newtown Square, PA
• 12/2024 → Present
  Massmutual Life Insurance Company
  Newtown Square, PA
• 04/2024 → 09/2024
  Creative Financial Group
  Newtown Square, PA
• 05/2023 → 08/2023
  Dewey Beach Patrol
  Dewey Beach, DE
• 05/2022 → 08/2022
  Dewey Beach Patrol
  Dewey Beach, DE
• 05/2021 → 08/2021
  Dewey Beach Patrol
  Dewey Beach, DE
• 03/2021 → 05/2021
  Capers And Lemons
  Wilmington, DE
• 08/2021 → 05/2025
  University Of Delaware
  Newark, DE
• 09/2018 → 06/2021
  Salesianum
  Wilmington, DE
• 09/2015 → 06/2018
  St Mary Magdalen
  Wilmington, DE
• 04/2024 → 09/2024
  Mml Investors Services, Llc
  Newtown Square, PA

Exams

• S66 Uniform Combined State Law Examination
  2026-01-30

Other Names

• Joey Montooth