Saddle Brook, NJ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
18
Of 5,061 advisors across 1,224 offices
Location
250 Pehle Ave, Suite 405
Saddle Brook NJ 07663-5832
Advisors at this office
18
Advisors at this office
Patrick D
ChFC®, Series 63
Saddle Brook, NJ
Mass Mutual Investors Services
Patrick Dolan is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 44 years of experience in the industry, having worked at MML Investors Services, Inc. since 1982 and with MassMutual Life Insurance Company since 1977. His work includes analyzing various insurance products to support client retirement planning needs. 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning relationships and event-driven services such as divorce, estate settlement, and employer-sponsored planning.
Lindsay B
Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
Lindsay Berk is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at firms including Morgan Stanley, Fidelity, and The Vanguard Group. Her background also includes a one-year role at Tumblelab. 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 programs, structuring planning engagements as annual, collaborative relationships using firm-approved analytical tools.
Nicholas B
Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
Nicholas Bozanich is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ, holding Series 63 and Series 65 designations and having 10 years of industry experience. He has been with Mass Mutual and its broker-dealer subsidiary since 2015. Outside of his advisory role, he engages in financial planning related to life, disability, long-term care insurance, fixed annuities, and health insurance products. Mass Mutual Investors Services, LLC is both a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning with collaborative relationships and uses firm-approved software tools to analyze client goals and deliver recommendations.
Joel S
Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
Joel Saperstein is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2001. Outside of advising, he is involved in sales related to life, health, group life, and group health 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 offers financial planning, asset management, and educational seminars, using firm-approved software tools to develop goal-based recommendations without discretionary investment authority.
Matthew C
Series 66
Saddle Brook, NJ
Mass Mutual Investors Services
Matthew Corrigan is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 22 years of industry experience, including positions at E*TRADE Capital Management LLC and E*TRADE Securities LLC. Outside of his advisory role, he is the owner of a rental property. 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 software and collaborative planning processes tailored to client goals.
Eileen M
Series 66, Series 63
Saddle Brook, NJ
Mass Mutual Investors Services
Eileen Madden is a financial advisor at Mass Mutual Investors Services with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior experience includes roles at Ameriprise and MKLM. MassMutual 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, emphasizing collaborative, goal-focused planning engagements.
Melanie H
Series 63, Series 66
Saddle Brook, NJ
Mass Mutual Investors Services
Melanie Harada is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ, holding Series 63 and Series 66 credentials and with 23 years of industry experience. She has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2007. Outside of her advisory role, she serves as a trustee for the Hillsdale Free Public Library, advising on charitable donation use and helping raise awareness of the library’s offerings. 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 programs, providing ongoing, collaborative planning engagements typically recommending investment strategies rather than specific products.
Anjed E
Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
Anjed Eloued is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ, holding Series 63 and Series 65 credentials and four years of industry experience. His previous work includes roles at TD Bank N.A., TD Private Client Wealth LLC, Sterling National Bank, and Ritecheck Cashing. Outside of finance, he is the owner and clothing designer of SITR & SILK COLLECTIONS LLC. 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 firm-approved tools for goal analysis and delivering written recommendations.
Robert E
CFP®, ChFC®, Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
Robert Ehinger Jr. is a CFP® and ChFC® with 42 years of experience, currently serving at Mass Mutual Investors Services. He has worked with Massachusetts Mutual Life Insurance Company since 1995 and MML Investors Services, Inc. since 1985. Ehinger is also active as a life and health insurance sales agent and serves as an insurance broker specializing in life settlements. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.
Jacqueline G
CFP®, Series 63
Saddle Brook, NJ
Mass Mutual Investors Services
Jacqueline Geary is a CFP®-designated financial advisor with Mass Mutual Investors Services, bringing 29 years of industry experience. She has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. In addition to her advisory role, she is a member of Ravo Financial Strategies LLC, where she is involved in selling insurance and investment services. 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 provides comprehensive financial planning, asset management, and educational seminars using firm-approved analytical tools and structured, ongoing client relationships.
Daniel H
Series 66
Saddle Brook, NJ
Mass Mutual Investors Services
Daniel Harada is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Strategic Financial Solutions and MassMutual Life Insurance Company. Outside of advisory work, he is also licensed as an insurance broker, focusing on individual and group life and health insurance sales. MassMutual 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 ongoing financial planning, asset management, and educational seminars, using collaborative, software-driven analysis to develop customized recommendations.
Anthony S
CFP®, Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
Anthony Sambrato is a CFP® professional with 18 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and MassMutual Life Insurance Company, having joined in 2025 after prior roles at USI Securities, Inc., USI Consulting Group, Lincoln Financial Advisors Corporation, Wealth By Design, and Valic Financial Advisors. 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, wrap and money-manager programs, and educational seminars, focusing on collaborative, annual financial planning relationships without discretionary investment authority.
Brian L
Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
Brian Lonergan is a financial advisor with Mass Mutual Investors Services in Saddle Brook, NJ, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with MML Investors Services and Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in health insurance brokerage for individual and group clients. 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 comprehensive financial planning, asset management, and educational programs, emphasizing collaborative, goal-oriented planning supported by proprietary software tools.
Philip N
Series 63, Series 66
Saddle Brook, NJ
Mass Mutual Investors Services
Philip Nuccetelli is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His prior work includes 16 years at Equitable Advisors before joining MassMutual and its subsidiary firm in 2026. MML Investors Services, LLC operates as 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 structures planning as ongoing, collaborative relationships and employs firm-approved analytical tools to develop written recommendations tailored to clients’ goals.
Mark W
Series 63, Series 65
Saddle Brook, NJ
Mass Mutual Investors Services
Mark Weinstock is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at MML Investors Services since 2011 and at MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is also involved in insurance brokerage with a focus on individual life, health, and disability insurance. 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 planning process that uses firm-approved software and emphasizes collaborative, goal-based recommendations.
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