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Edward John Lebold

Investment adviser representative at MML Investors Services, LLC
39 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$115.6BFirm assets

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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.

  1. MML Investors Services, LLCJan 2021 to now
  2. MML Investor Services, LLCMay 1991 to now
  3. Massmutual Life Insurance Co.Oct 1987 to now

Designations

  • CFP® certification
  • ChFC®

Exams passed

  • Series 63 · Uniform Securities Agent State Law1991
  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 1 state (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
2148983
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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