Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

MML Investors Services, LLC financial advisors in Lake Mary, FL

Every SEC-registered investment adviser representative at a MML Investors Services, LLC office in Lake Mary, A to Z.

The short answer

5 registered advisors work at MML Investors Services, LLC in Lake Mary, out of 4,721 at the firm nationwide; it ranks number 10 in the city by advisors. 0 list the CFP designation and 5 are also registered broker representatives.

MML Investors Services, LLC advisors in Lake Mary, A to Z

Every MML Investors Services, LLC advisor →

MML Investors Services, LLC advisors in every city and state →MML Investors Services, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

MML Investors Services, LLC advisors in other cities

New York, NY 161Newtown Square, PA 138Boston, MA 93Shelton, CT 84East Hills, NY 78Amherst, NY 66Atlanta, GA 66Elmsford, NY 62Indianapolis, IN 62Memphis, TN 60Los Angeles, CA 58Springfield, MA 58Dallas, TX 55Chicago, IL 54Scottsdale, AZ 50

Other firms in Lake Mary

All Lake Mary advisors →

Merrill Lynch, Pierce, Fenner & Smith Incorporated 19Newport Group Consulting, LLC 19Capacuity LLC 9Raymond James Financial Services Advisors, Inc. 8Jackson Wealth Management, LLC 7Shariaportfolio, Inc. 7Wells Fargo Clearing Services, LLC 7Collaborative Wealth 6LPL Financial LLC 6Cwm, LLC 4Park Avenue Securities LLC 4Qtr Family Wealth, LLC 4

Questions

How many financial advisors does MML Investors Services, LLC have in Lake Mary?

5 investment adviser representatives are registered at MML Investors Services, LLC offices in Lake Mary, Florida, according to the SEC's Investment Adviser Public Disclosure records, out of 4,721 nationwide. 0 list the CFP designation and 5 are also registered as broker representatives.

Is MML Investors Services, LLC one of the largest advisor employers in Lake Mary?

MML Investors Services, LLC ranks number 10 in Lake Mary by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 19.

How do I check a MML Investors Services, LLC advisor in Lake Mary?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the MML Investors Services, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.