Atlanta, GA Peachtree Street NE Office
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Mass Mutual Investors Services
Institution
Firm-wide stats for Mass Mutual Investors Services
About
MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.
Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.
Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.
Based on Mass Mutual Investors Services
Expertise
Based on Mass Mutual Investors Services
Location
1075 Peachtree Street NE, Suite 2150
Atlanta GA 30309
Advisors at this office
4
Advisors at this office
Bradley L
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Bradley Leventhal is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to joining MassMutual Life Insurance Company and MML Investors Services in 2026, he worked at Foreside Fund Services, LLC and Angel Oak Capital Advisors, LLC from 2023 to 2026. He also has experience with Hospitality South LLC and was a full-time student from 2013 to 2020. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software and a collaborative planning approach to deliver written recommendations.
James M
CFP®, Series 66
Atlanta, GA
Mass Mutual Investors Services
James Moore IV is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Mass Mutual Investors Services in Atlanta, GA. He previously held roles at MassMutual Life Insurance Company, Moore Insight Inc., and Waddell & Reed, Inc. He is also involved in managing private investment portfolios and holding companies through his ownership of MC Private Label, LLC. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, utilizing firm-approved tools for goal analysis and planning.
Jonathan C
Series 66
Atlanta, GA
Mass Mutual Investors Services
Jonathan Constant is a financial advisor with MassMutual Investors Services in Atlanta, GA, holding a Series 66 license and over 22 years of industry experience. His prior roles include positions at Waddell & Reed and various insurance carriers through W&R Insurance Agencies. He is also a principal and president of MC Insight, LLC and MC Private Label, LLC, which involve insurance sales and managing a portfolio of securities and private investments. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved analytical tools and offering a range of investment and planning programs.
Elizabeth N
Series 66
Atlanta, GA
Mass Mutual Investors Services
Elizabeth Neal is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services, she was employed at MassMutual Life Insurance Company and has a background that includes four years at the University of Alabama and five years at The Lovett School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and offering collaborative, annual planning engagements.
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