Philadelphia, PA South 17th Street Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

3

Of 5,061 advisors across 1,224 offices

Location

30 South 17th Street, Suite 204

Philadelphia PA 19103

Advisors at this office

3

Advisors at this office

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Jake M

Series 63, Series 65

Philadelphia, PA

Mass Mutual Investors Services

Jake Murphy is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 credentials and four years of industry experience. His prior firms include NYLife Securities, LLC and Eagle Strategies, LLC. Outside of his advisory role, he is involved as a member of Beatstars, a platform for selling instrumental music online. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, utilizing firm-approved software and collaborative planning processes.

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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Dylan A

Series 66

Philadelphia, PA

Mass Mutual Investors Services

Dylan Audi is a financial advisor with MassMutual Investors Services, holding a Series 66 credential and one year of industry experience. Before joining MassMutual, he worked for the U.S. House of Representatives and has roles at Sage Settlement Consulting and MassMutual Life Insurance Company. He also provides consulting services related to structured settlements and works as an insurance broker offering life, disability, long-term care insurance, and fixed annuities. MassMutual 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 emphasizes collaborative, annual planning engagements using firm-approved analysis tools and offers specialized programs including estate-settlement 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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Brittni S

CFP®, Series 63, Series 65

Philadelphia, PA

Mass Mutual Investors Services

Brittni Sennett is a financial advisor with Mass Mutual Investors Services, holding a CFP® designation and Series 63 and 65 licenses. She has five years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and MassMutual Life Insurance Company. Outside of her financial advisory work, she has been a yoga instructor at Hot Yoga Philadelphia since 2018. 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, and charitable organizations. The firm offers collaborative, ongoing planning relationships and event-driven planning services such as divorce and estate planning.

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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