Garden City, NY Stewart Ave Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,227 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

900 Stewart Ave, Suite 260

Garden City NY 11530

Advisors at this office

8

Advisors at this office

user avatar

Myron E

Series 63

Garden City, NY

Mass Mutual Investors Services

Myron Edelman is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 39 years of industry experience. He has worked with MML Investors Services, Inc. since 2006 and with MassMutual Life Insurance Company since 1991. In addition to his advisory role, Edelman is involved in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements that utilize firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.

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

James M

Series 63

Garden City, NY

Mass Mutual Investors Services

James Mctighe is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at MML Investors Services, Inc. since 1991 and Mass Mutual Life Insurance Company since 1985. In addition to his advisory role, he is involved in life and health insurance sales. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement planning.

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

Thomas E

Series 63, Series 66

Garden City, NY

Mass Mutual Investors Services

Thomas English II is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked at several firms including American Independence Financial Services and Matrix Capital Group before joining Mass Mutual in 2019. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, annual financial planning relationships using firm-approved software to deliver written recommendations, with optional implementation through separate brokerage or insurance arrangements.

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

Nathan M

Series 66, Series 63

Garden City, NY

Mass Mutual Investors Services

Nathan Mc Alister is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 66 credentials and three years of industry experience. His prior roles include positions at New York Life Insurance Company and Eagle Strategies. Outside of financial services, he is involved in music production, producing music for various artists and entities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes structured, collaborative planning engagements and offers specialized programs such as divorce planning and estate-settlement services.

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

Lawrence C

Series 63

Garden City, NY

Mass Mutual Investors Services

Lawrence Chalson is a financial advisor with Mass Mutual Investors Services in Garden City, NY, holding a Series 63 designation and 10 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and also affiliated with MassMutual Life Insurance Company since 2009. In addition to his advisory role, he acts as an agent for individual life and group health insurance. 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

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

John M

Series 63

Garden City, NY

Mass Mutual Investors Services

John Manning is a financial advisor with Mass Mutual Investors Services in Garden City, NY, holding a Series 63 designation and 20 years of industry experience. He has been with MML Investors Services since 2015 and with Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, Manning also works as an insurance agent specializing in individual and group life and health insurance. 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 financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to clients’ goals.

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

Robert B

Series 63

Garden City, NY

Mass Mutual Investors Services

Robert Belvedere is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including 35 years at MML Investors Services, Inc. He serves as a board member and cook for Ladles of Hope, a nonprofit organization focused on community service. 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. The firm provides structured, collaborative financial planning engagements using firm-approved tools and offers additional event-driven planning services such as divorce planning and estate settlement.

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

Frank P

ChFC®, Series 63

Garden City, NY

Mass Mutual Investors Services

Frank Palmeri is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, and has 27 years of industry experience. He has worked with MassMutual and its subsidiaries since 2003. Outside of his advisory role, he serves as a trustee for a living trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based financial planning using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
View complete list of advisors at this office
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