Adviser and broker representative · MML Investors Services, LLC
Drake R. Kelly
CRD 8236068 · San Jose, CA
At a glance
Drake R. Kelly is an investment adviser representative with MML Investors Services, LLC in San Jose, CA, according to the SEC’s Investment Adviser Public Disclosure records. Drake is also registered as a broker representative.
Current advisory firm
- MML Investors Services, LLCSince September 2026San Jose, CA · $116B in regulatory assets
SEC adviser record
- Registered since
- 2026
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Drake’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at MML Investors Services, LLC
- Jacob CadenaSan Jose
- Robert W. CouseSan Jose
- David FoguetSan Jose
- James F. GlassSan Jose
- Steven C. HarrisSan Jose · Chartered Financial Consultant
- Gabriel N. IssaSan Jose · Certified Financial Planner, Chartered Financial Consultant
- Christopher M. LewisSan Jose · Certified Financial Planner
- Christina Marie C. MendozaSan Jose
Every advisor at MML Investors Services, LLC →MML Investors Services, LLC: assets, clients and custodians →Financial advisors in San Jose, CA →Every MML Investors Services, LLC advisor in San Jose →Advisor Moves: who changed firms this week →