New York, NY East 44th St Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,092

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

155 East 44th St, 12th Floor

New York NY 10017

Advisors at this office

41

Advisors at this office

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Brendan M

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Brendan Mc Donald is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities, LLC. In addition to his advisory work, he is also an insurance broker selling fixed insurance products such as life insurance, fixed annuities, disability, and long-term care. 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, offering event‑driven planning services including 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
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Aiden H

Series 66

New York, NY

Mass Mutual Investors Services

Aiden Horn is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2024, with prior experience at Barnum Financial Group. Before entering financial services, he worked in educational roles, including positions at Boston University and the Calhoun School. 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, using firm-approved tools 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
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Ilyas A

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

Ilyas Akbar is a CFP® professional with 23 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Mass Mutual Life Insurance Company and Metlife Securities. Outside of his advisory work, he has worked as a personal DJ and holds an inactive CPA status. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools, offering a range of programs including educational seminars and 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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Ryan Y

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

Ryan Young is a CFP® certificant with three years of experience in financial advising. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2020. Prior to his advisory career, he held roles at San Diego State University and in the construction materials industry. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented 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
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Martin F

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

Martin Ferraro is a CFP® professional with eight years of experience, currently affiliated with MassMutual Investors Services in New York, NY. He has worked with MassMutual Life Insurance Co. and MML Investors Services, LLC since 2018 and has experience outside the financial sector, including ownership of Ole Dog Tavern since 2018. Additionally, he works as an independent insurance agent selling fixed insurance products through non-MassMutual carriers. 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 seminars, focusing on collaborative planning relationships and providing event-driven planning services, including recently added standalone offerings like Divorce 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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Henry P

Series 65, Series 66

New York, NY

Mass Mutual Investors Services

Henry Plyler is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 65 and Series 66 designations and bringing 18 years of industry experience. Prior to joining Mass Mutual in 2017, he worked at Bank of America and Merrill. He also has an outside insurance sales role focused on life, health, disability, long-term care insurance, and 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 provides ongoing financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-driven strategies tailored through firm-approved analysis 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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Edward P

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Edward Pelletier is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Metlife Securities and MassMutual Life Insurance Co. In addition to his advisory work, Pelletier maintains an insurance agency business specializing in life, health, fixed annuities, long-term care, and disability products. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management, wrap and money-manager programs, 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
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Anthony L

Series 66

New York, NY

Mass Mutual Investors Services

Anthony Liggio is a financial advisor at Mass Mutual Investors Services in New York, NY, holding a Series 66 designation. He has been with MassMutual Life Insurance Co since 2024 and with MML Investors Services, LLC since 2025. His prior experience includes roles at Plumber.ai and The College of New Jersey. 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, wrap and money-manager programs, 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
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Raheel H

CFP®, Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Raheel Hussain is a CFP® professional with 19 years of experience in financial services. He is currently with MML Investors Services, LLC, a subsidiary of MassMutual, and has held prior roles at Equitable Advisors, Wells Fargo Clearing, and J.P. Morgan. Outside of his advisory work, Hussain owns a business selling home merchandise. 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, with a focus on collaborative, goal-based planning and a range of event-driven 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

Jason L

Series 66

New York, NY

Mass Mutual Investors Services

Jason Lowey is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has worked at several financial firms including LPL Financial and Lincoln Financial Securities Corporation. MassMutual 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 collaborative, annual planning engagements utilizing firm-approved software 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

Timothy R

CFP®, Series 63

New York, NY

Mass Mutual Investors Services

Timothy Rickard is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with MassMutual Investors Services and has prior experience at Northwestern Mutual, where he worked for seven years. Outside of his advisement role, he is also an insurance agent specializing in life, disability, long-term care, and health insurance. 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 provides ongoing financial planning using firm-approved software and offers asset management, wrap and money-manager programs, 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

Daniel L

Series 66

New York, NY

Mass Mutual Investors Services

Daniel Luntz is a Series 66-credentialed financial advisor at Mass Mutual Investors Services with two years of industry experience. He has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2023 and was previously employed at Kimball from 2015 to 2020. 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 and structured, collaborative client relationships.

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

Dmitriy Y

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

Dmitriy Yankelevich is a financial advisor with Mass Mutual Investors Services in New York, NY, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at AXA Advisors, LLC for 14 years before joining Mass Mutual and its affiliated entities in 2019. Outside of his advisory role, he operates as an independent insurance agent focusing on life, disability, long-term care, fixed annuities, and health insurance products. 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, emphasizing collaborative, annual planning engagements that recommend investment categories and strategies rather than specific products.

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

Samantha C

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Samantha Coulombe is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to her current role, she worked at Northwestern Mutual and in public relations at Rubenstein Public Relations and M Booth. In addition to her advisory work, she operates as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, health, and property and casualty insurance. 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 financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements 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

Ahmed B

Series 66

New York, NY

Mass Mutual Investors Services

Ahmed Boukhris is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual, he worked at Equitable Advisors and has been involved in restaurant operations as a chef at Vinegar Hill House. 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, and charitable organizations. The firm offers collaborative, annual planning engagements and various investment programs tailored to diverse client needs.

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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