Brooklyn, NY 11th Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
3
Of 5,064 advisors across 1,224 offices
Location
5914 11th Avenue
Brooklyn NY 11219
Advisors at this office
3
Advisors at this office
Naftuli B
Series 63, Series 65
Brooklyn, NY
Mass Mutual Investors Services
Naftuli Brach is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and one year of industry experience. He has been associated with MassMutual Life Insurance Co since 2014. Outside of advising, he is involved in insurance brokerage and owns several real estate properties. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on annual collaborative planning engagements that use firm-approved analytical tools.
Steven B
Series 66
Brooklyn, NY
Mass Mutual Investors Services
Steven Bass is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He previously worked at Mercer for eleven years before joining MassMutual Life Insurance Company and MML Investors Services, LLC. 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 financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and provide written recommendations.
Samuel Z
ChFC®, Series 63, Series 65, Series 66
Brooklyn, NY
Mass Mutual Investors Services
Samuel Zaidman is a financial advisor with Mass Mutual Investors Services in Brooklyn, NY, holding the ChFC® designation along with Series 63, 65, and 66 licenses. He has 21 years of industry experience, including roles at Mass Mutual since 2012 and MML Investors Services since 2013. Outside of his advisory work, he participates in a patient support volunteer group called the Patient Cheer Up Squad. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as an annual, collaborative process and offers asset management, wrap programs, and educational seminars.
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