Steve Grossbard
Investment adviser representative at MML Investors Services, LLC
13 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
13 years in the industry.
- MML Investors Services, LLCJul 2022 to now
- Massmutual Life Insurance CoJul 2022 to now
- Pruco Securities, LLC.Sep 2020 to Jul 2022
- Prudential Insurance Company of AmericaSep 2020 to Jul 2022
- First Allied Advisory Serivces, Inc.Dec 2013 to Sep 2020
- First Allied SecuritiesDec 2013 to Sep 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1987
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 1680256
- Firm CRD
- 10409