Babylon, NY Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,108

Across 1,229 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

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

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

60 Fire Island Ave, Suite 101

Babylon NY 11702

Advisors at this office

5

Advisors at this office

user avatar

Lauren O

Series 63, Series 65

Babylon, NY

Mass Mutual Investors Services

Lauren O'Connell is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. She has 10 years of industry experience, with prior roles at Pruco Securities, LPL Enterprise, Primerica Advisors, and Guardian Life Insurance Company. Outside of her financial advisory work, she also works as a jewelry specialist at Signet/Jared Galleria Jewelers. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative planning approach using firm-approved software and provides specialized event-driven planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Angel G

Series 63, Series 65

Babylon, NY

Mass Mutual Investors Services

Angel Gulizio is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. He has 14 years of industry experience, including prior roles at Prudential Insurance Company of America and New York Life Insurance Co. In addition to his advisory work, he is a licensed insurance broker and a notary public. 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 offers ongoing financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to develop client recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Shown K

CFP®, ChFC®, Series 63, Series 65

Babylon, NY

Mass Mutual Investors Services

Shown Kumar is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the CFP® and ChFC® designations. Prior to joining MassMutual’s affiliated firms in 2025, he worked at Prudential Insurance Company of America and Pruco Securities, LLC from 2010 to 2025. Outside of his advisory role, he is involved in several business activities including ownership of a taxi medallion and managing administrative support through multiple LLCs and S-Corps. Mass Mutual 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 financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Christopher M

Series 63, Series 65

Babylon, NY

Mass Mutual Investors Services

Christopher Mancini is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and 29 years of industry experience. He previously worked at Pruco Securities, LLC for 28 years before joining MassMutual Life Insurance Co and Mass Mutual Investors Services in 2025. Outside of his advisory role, Mancini is involved in insurance brokerage and owns two small businesses focused on administrative support and expense management. MassMutual 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 offers financial planning, asset management, and educational services, utilizing firm-approved software for goal analysis and delivering written recommendations across various planning areas.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Rosanne G

Series 63, Series 65

Babylon, NY

Mass Mutual Investors Services

Rosanne Gil is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for 15 years before joining Mass Mutual. Outside of her advisory role, she owns and manages two small businesses that provide administrative support services and is also engaged in outside insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools and structured, collaborative planning relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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