New York, NY 3rd Avenue Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,108

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

622 3rd Avenue, Suite 900

New York NY 10017

Advisors at this office

6

Advisors at this office

user avatar

Adam C

Series 63

New York, NY

Mass Mutual Investors Services

Adam Cherney is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 license and 23 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he owns and manages Arc Capital Consulting, LLC, which handles financial and tax obligations, and Clarney Holdings, LLC, involved in property management in Florida. 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 ongoing 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

George K

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

George Koroghlian is a financial advisor with MassMutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1993. Outside of his advisory role, he serves as CEO of Lee, Nolan & Koroghlian LLC, where he oversees operations and supports agents in life 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning using proprietary software and generally recommending investment categories 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

Jared F

Series 63

New York, NY

Mass Mutual Investors Services

Jared Finkelstein is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He has held his position at MML Investors Services Inc. since 2004. Outside of his advisory role, Jared is involved in sales for individual and group life and health insurance through Inspired Wealth Strategies. 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, with a focus on collaborative, goal-oriented 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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Philip K

ChFC®, Series 63

New York, NY

Mass Mutual Investors Services

Philip Kaplan is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the ChFC® designation and Series 63 license. He has 33 years of industry experience, including 29 years with MML Investors Services, Inc. In addition to his advisory role, he is involved in the sale of individual life, health, group life, group health, disability income, 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 offers financial planning, asset management, wrap programs, 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

Vasilios R

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Vasilios Roussos is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63 and Series 65 designations and has previous experience at firms including J.P. Morgan Securities, Northwestern Mutual, and National Securities Corporation. 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 uses firm-approved software tools to analyze client goals and offers a range of planning programs including recent additions in divorce planning and event-driven strategies.

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

Paskalis M

Series 66

New York, NY

Mass Mutual Investors Services

Paskalis Makriannis is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and 24 years of industry experience. He previously worked at Equitable Advisors for 24 years. Outside of his advisory role, Makriannis is also active as an insurance broker specializing in life 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 provides ongoing financial planning, asset management, and educational seminars using detailed client information and firm-approved analytical tools to 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
View complete list of advisors at this office
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