Woodbury, NY Froelich Farm Blvd 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
25
Of 5,064 advisors across 1,224 offices
Location
88 Froelich Farm Blvd, Ste 325
Woodbury NY 11797
Advisors at this office
25
Advisors at this office
Frank B
Series 66
Woodbury, NY
Mass Mutual Investors Services
Frank Baird Jr. is a financial advisor with Mass Mutual Investors Services, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, he is involved in steel sales and works as a life and health insurance agent. MassMutual Investors Services 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 uses software-based tools to deliver goal-oriented recommendations in collaborative annual planning relationships.
Robert D
Series 63
Woodbury, NY
Mass Mutual Investors Services
Robert Diamond is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 1998 and has worked with MassMutual Life Insurance Company since 1968. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales, as well as life settlements and viatical sales. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap programs, and educational seminars, focusing on collaborative, goal-driven financial planning engagements.
Eric G
Series 63
Woodbury, NY
Mass Mutual Investors Services
Eric Goldsmith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 21 years of industry experience, including roles at Metlife Securities and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns and manages Goldy Lux 8 LLC, which provides group and individual insurance products, and he also offers financial planning services related to life settlements. 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, structuring engagements as annual collaborative relationships using firm-approved analytical tools and offering a range of investment and planning services.
Scott L
CFP®, Series 63
Woodbury, NY
Mass Mutual Investors Services
Scott Laffie is a CFP® with 16 years of industry experience, currently affiliated with Mass Mutual Investors Services in Woodbury, NY. He has been with Mass Mutual and its investor services division since 2009. In addition to his advisory role, he is involved with The Laffie Financial Group and operates as a fee-based insurance advisor through Scott Laffie Inc. 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 employs firm-approved analytical tools to support collaborative and ongoing financial planning engagements.
Peter M
Series 66
Woodbury, NY
Mass Mutual Investors Services
Peter Milankovic is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he held positions at Professional Sports Publications and worked multiple roles associated with SUNY Cortland and Alfa Piping Corp. 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 offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that use firm-approved tools to analyze client goals.
Melissa R
Series 63
Woodbury, NY
Mass Mutual Investors Services
Melissa Reali is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 28 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1997. In addition to her advisory role, she is involved in individual life, health, group life, and group health insurance sales. 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 offers a range of programs including wrap and money-manager options, as well as educational seminars.
James C
Series 66
Woodbury, NY
Mass Mutual Investors Services
James Corgan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and began his financial services career in 2024. Prior to joining Mass Mutual, he worked in landscaping and retail roles. Outside of advising, he conducts insurance sales as a broker specializing in various life insurance products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides comprehensive planning using firm-approved analytical tools and offers event-driven planning programs, including recent additions such as standalone Divorce Planning.
Craig P
Series 63
Woodbury, NY
Mass Mutual Investors Services
Craig Paloscio is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2010. Outside of his advisory role, he is engaged in individual life insurance brokerage activities. MassMutual Investors Services, LLC operates as 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, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.
Robert R
CFP®, Series 63, Series 65
Woodbury, NY
Mass Mutual Investors Services
Robert Rosenberg is a CFP® professional with eight years of experience in financial services, currently with Mass Mutual Investors Services in Woodbury, NY. His prior experience includes roles at Northwestern Mutual Wealth Management Company and New York Life. He also worked with the Police Athletic League during 2017-2018. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and structured planning processes, offering services that include event-driven planning such as divorce and estate settlement.
Jeffrey S
Series 63, Series 65
Woodbury, NY
Mass Mutual Investors Services
Jeffrey Silverman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2017. Prior to this, he worked at Ameriprise Financial Services and operates a legal practice as a New York State licensed attorney. 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 offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.
Robert P
Series 63, Series 65
Woodbury, NY
Mass Mutual Investors Services
Robert Prusiewicz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers written recommendations without discretionary investment authority.
Hendry N
Series 66
Woodbury, NY
Mass Mutual Investors Services
Hendry Nurjadi is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds a Series 66 designation and previously worked at Northwestern Mutual Wealth Management Company and several other firms. In addition to advisory work, he is a licensed insurance agent covering life, disability, long-term care, and fixed annuities. 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 emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of educational seminars and event-driven planning programs.
Mikhail L
Series 63
Woodbury, NY
Mass Mutual Investors Services
Mikhail Leyon is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 24 years of experience in the industry, including 15 years with MetLife Securities and over nine years at Mass Mutual Investors Services. Leyon serves on the board of Theodora Mission, a nonprofit supporting special needs children in Egypt. 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 a range of programs, including wrap accounts and educational seminars, with financial planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.
Joseph K
Series 63, Series 65
Woodbury, NY
Mass Mutual Investors Services
Joseph Kazlau IV is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at several firms including Equitable Advisors, AXA Advisors, and New York Life Securities. Outside of his advisory role, he directs a networking group, Contractors, Closers & Connections, which organizes events for real estate professionals. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational programs, structuring client engagements as annual, collaborative relationships utilizing firm-approved analytical tools.
Trevor M
Series 63, Series 65
Woodbury, NY
Mass Mutual Investors Services
Trevor Macmeekin is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Btig LLC, B. Riley FBR, and Friedman, Billings, Ramsey & Co., Inc. He is also an insurance broker specializing in various life and disability insurance products. 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 financial planning, asset management, and educational seminars, using technology-driven tools to offer collaborative, annual planning engagements.
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