Newburgh, NY Auto Park Pl 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
Location
400 Auto Park Pl, Ste 202
Newburgh NY 12550
Advisors at this office
2
Advisors at this office
Joseph M
Series 66
Newburgh, NY
Mass Mutual Investors Services
Joseph Mecenas is a financial advisor with MassMutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining MassMutual, he worked at Northwestern Mutual Wealth Management Company and engaged in consulting and marketing roles through entities such as Mecenas Holdings LLC and Unfold Your Path LLC. His activities include managing digital marketing operations and providing consulting support focused on marketing and sales initiatives. 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, structuring planning engagements as collaborative relationships that utilize firm-approved software to deliver written recommendations tailored to client goals.
Hayden B
Series 65, Series 63
Newburgh, NY
Mass Mutual Investors Services
Hayden Bell is a financial advisor with Mass Mutual Investors Services and holds Series 65 and Series 63 licenses. He has five years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Cintas Corporation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software to analyze goals and deliver written recommendations.
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