Patrick D Crowley

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

• 11/2010 → 11/2016
  Metlife
  Memphis, TN
• 01/2017 → Present
  Msi Financial Services Inc
  Memphis, TN
• 03/2017 → Present
  Mml Investors Services, Llc
  Memphis, TN
• 06/2017 → Present
  Massmutual Life Insurance Co
  Memphis, TN

Previous Registrations

• 2009-12-22 → 2011-12-06
  B. Riley Wealth Management
  Memphis, TN
  Memphis, TN
• 2009-01-15 → 2010-01-12
  Howe Barnes Capital Management, Inc.
  Chicago, IL
  Memphis, TN
• 2004-01-26 → 2009-01-12
  Morgan Keegan & Company, Llc
  Memphis, TN
  Memphis, TN
  Memphis, TN

Other Businesses

Non Active Attorney

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-05-18
• S65 Uniform Investment Adviser Law Examination
  2017-05-01

Other Names

• Pat Crowley
• Patrick Drury Crowley