Naples, FL 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
Naples FL
Advisors at this office
6
Advisors at this office
Grant B
Series 63, Series 65
Naples, FL
Mass Mutual Investors Services
Grant Buster is a financial advisor with Mass Mutual Investors Services in Naples, FL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory work, he owns and operates multiple Five Guys franchise locations through his holding companies and also owns a hamburger restaurant and bar. MML 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, structuring planning engagements as annual, collaborative relationships focused on client goals and written recommendations.
Scott C
ChFC®, Series 63
Naples, FL
Mass Mutual Investors Services
Scott Curran is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 1988. Outside of his advisory role, he serves on the board of the Songs of Love Foundation, a charitable organization focused on fundraising. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable entities.
Victor D
CFP®, Series 63
Naples, FL
Mass Mutual Investors Services
Victor Dupuis is a CFP® professional with 42 years of industry experience, currently affiliated with MassMutual Investors Services. He has worked with MML Investors Services, Inc. since 1991. In addition to his advisory role, he maintains a position as a life and health insurance agent. MassMutual 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 with a focus on collaborative, goal-oriented planning.
Malcolm Scott B
CFP®, Series 63, Series 66
Naples, FL
Mass Mutual Investors Services
Malcolm Scott Bosse III is a financial advisor with MassMutual Investors Services and holds the CFP® designation along with Series 63 and Series 66 licenses. He has 11 years of industry experience and is also affiliated with Lenox Advisors, Inc. where he works in life and health insurance sales. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, wrap programs, and educational seminars.
Bernadette K
ChFC®, Series 63
Naples, FL
Mass Mutual Investors Services
Bernadette Krueger is a ChFC® and holds a Series 63 license with 34 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and has been with MassMutual Life Insurance Co. since 2016. Prior to that, she spent 27 years at MetLife Securities Inc. 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, wrap and money-manager programs, and educational seminars.
John I
CFP®, Series 63, Series 65
Naples, FL
Mass Mutual Investors Services
John Iarussi is a CFP® professional with 41 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company, where he has worked since 2016 and 2017, respectively. His previous experience includes roles at Metlife Securities Inc., MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. Outside of his advisory work, Iarussi owns Commonwealth, LLC, a business he has operated since 2017. 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 ongoing financial planning, asset management, and educational programs, focusing on collaborative planning relationships and event-driven planning services.
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