Ben Sarsozo
Investment adviser representative at MML Investors Services, LLC
39 yearsExperience
2 statesRegistered 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
39 years in the industry.
- MML Investors Services, LLCApr 2017 to now
- Massachusetts Mutual Life Insurance CompanyApr 2017 to now
- Integrated Investment GroupDec 1987 to now
- Summit Brokerage Services, Inc.Sep 2016 to Apr 2017
- Summit Financial Group IncSep 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (CO, TX).
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
- 1863861
- Firm CRD
- 10409