Latham, 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

5,072

Across 1,226 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

24 Century Hill Drive, Suite 105

Latham NY 12110

Advisors at this office

19

Advisors at this office

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Sharon D

ChFC®, Series 63

Latham, NY

Mass Mutual Investors Services

Sharon Dilorenzo is a financial advisor at Mass Mutual Investors Services with 23 years of industry experience. She holds the ChFC® and Series 63 designations and has worked previously at Metlife Securities. She is also an independent insurance agent specializing in life, accident, health, property, and casualty insurance. Mass Mutual 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 provides ongoing, collaborative financial planning engagements supported by analytical tools and offers additional services such as educational seminars and 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
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Ernest S

CFP®, ChFC®, Series 63

Latham, NY

Mass Mutual Investors Services

Ernest Selke Jr. is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and over 36 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual Investors Services and MassMutual Life Insurance Co. He serves as an elder at King of Kings Lutheran Church, assisting members with their spiritual needs. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved tools and supports a range of event-driven planning services.

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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Paul W

Series 63, Series 65

Latham, NY

Mass Mutual Investors Services

Paul Wajda is a financial advisor with Mass Mutual Investors Services in Latham, NY, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has worked with MassMutual Life Insurance Company and its investment services subsidiary since 1996. Wajda also serves as an insurance agent specializing in life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, ongoing financial planning engagements supported by 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
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Rodney B

CFP®, Series 66

Latham, NY

Mass Mutual Investors Services

Rodney Brewer II is a financial advisor with Mass Mutual Investors Services holding CFP® and Series 66 credentials and has 22 years of industry experience. He has worked with Mass Mutual and its subsidiary firm since 2009. Brewer II is also active as an insurance broker with a focus on fixed annuities. 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 using firm-approved analytical tools and structures planning as an annual, collaborative process.

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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Anthony P

Series 63

Latham, NY

Mass Mutual Investors Services

Anthony Pacifico is a financial advisor with MassMutual Investors Services who holds a Series 63 designation and has 30 years of industry experience. He previously worked at Metlife Securities Inc for 10 years before joining MassMutual Life Insurance Co and MassMutual Investors Services, where he has been since 2016 and 2017 respectively. In addition to his advisory role, he is an agent with Axia Insurance Services of the Capital District specializing in property and casualty insurance. MassMutual Investors Services 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 analytical tools to provide 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

James B

Series 63

Latham, NY

Mass Mutual Investors Services

James Bassotti is a financial advisor at Mass Mutual Investors Services with 38 years of industry experience. He previously worked at MetLife Securities Inc. for 31 years before joining Mass Mutual and holds a Series 63 designation. Outside of his advisory role, he is a general partner for a rental property business and works as an independent insurance agent for property and casualty coverage. 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 provides ongoing financial planning, asset management, and educational seminars using firm-approved software to analyze client goals and deliver written 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

Erica H

CFP®, Series 66

Latham, NY

Mass Mutual Investors Services

Erica Hubert is a CFP® professional with seven years of industry experience. She has worked at several firms, including Merrill Lynch, Bank of America, and Fidelity, before joining Mass Mutual Investors Services in 2025. Her current role is based in Latham, NY. 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 annual, collaborative planning relationships and offers a range of 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
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Kevin R

Series 65, Series 63

Latham, NY

Mass Mutual Investors Services

Kevin Reich is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. He holds Series 65 and Series 63 registrations and has previously worked at Merrill and Bank of America. Reich has been with Mass Mutual and its subsidiary since 2023. 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 offers ongoing, collaborative financial planning engagements using firm-approved tools and also provides specialized programs such as divorce planning and employer-sponsored planning.

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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Mc Kenna R

Series 66

Latham, NY

Mass Mutual Investors Services

Mc Kenna Ryan is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual in 2025, Ryan worked at Goldman Sachs and held various roles in hospitality and retail. Outside of financial advising, Ryan works as a bartender and server at The Bunker and as a banquet server at the New York State Executive Mansion. 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 offers collaborative, ongoing planning engagements using firm-approved tools and emphasizes investment categories and strategies rather than specific product selections.

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

David O

Series 63

Latham, NY

Mass Mutual Investors Services

David O Connell is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds the Series 63 designation and has been with Mass Mutual and its affiliated companies since 2016. 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 seminars, employing technology-driven analysis to support collaborative, annual financial 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
user avatar

Zachary L

Series 63, Series 65

Latham, NY

Mass Mutual Investors Services

Zachary La Fave is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 65 credentials and has worked at MassMutual Life Insurance Co and New York Life Insurance Company. Outside of financial advising, he operates a tax preparation business and works as a bus driver for a local tour company. 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 seminars with an emphasis on collaborative, software-assisted goal analysis and tailored investment strategy 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

Jason M

Series 63

Latham, NY

Mass Mutual Investors Services

Jason Malmendier is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 21 years of industry experience. His career includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he manages multiple rental properties in Schenectady, NY. Mass Mutual Investors Services is 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 a range of programs including wrap and money-manager options, as well as educational seminars.

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

Kyle S

Series 63

Latham, NY

Mass Mutual Investors Services

Kyle Sumple is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds the Series 63 designation and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2011. 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 seminars, using firm-approved tools to provide goal-based 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

Robert S

CFP®, Series 63

Latham, NY

Mass Mutual Investors Services

Robert Scrivens is a CFP® professional with 18 years of experience, currently serving at Mass Mutual Investors Services since 2011. He holds Series 63 and has concurrent experience at MassMutual Life Insurance Co. Outside of his advisory role, he engages in individual and group life and health insurance sales. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers. The firm offers a range of programs including wrap accounts, money-manager services, and educational seminars.

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

Vincent L

Series 63

Latham, NY

Mass Mutual Investors Services

Vincent Lecce is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and over 42 years of industry experience. He has been with MassMutual Investors Services since 1984 and also serves as an insurance agent with MassMutual Life Insurance Company. In addition, he is a notary public. 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 emphasizes collaborative, annual financial planning engagements using proprietary software 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
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