Charles M Gonzalez
Investment adviser representative at MML Investors Services, LLC
29 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
29 years in the industry.
- MML Investors Services, LLCMay 2026 to now
- Massachusetts Mutual Life Insurance CompanyMar 2026 to now
- Guardian Life Insurance CompanyJun 2024 to May 2026
- Park Avenue Securities LLCMay 1999 to May 2026
- Guardian Life Insurance Co. of AmericaJul 1997 to May 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
State registrations
Registered as an investment adviser representative in 1 state (NY).
MML Investors Services, LLC
$115.6BAssets managed
454,836Clients
5,087Advisers
33 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1624072
- Firm CRD
- 10409