Marc Jay Lowenberg
Investment adviser representative at MML Investors Services, LLC
35 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$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
35 years in the industry.
- MML Investors Services, LLCJan 2021 to now
- Massmutual Life Insurance CompanyJan 2021 to now
- Baseball EnterprisesMay 1991 to now
- Royal Alliance Associates, Inc.Nov 2018 to Dec 2020
- John Hancock Mutual Life Insurance Co.Apr 1996 to Nov 2018
- Signator Investors, Inc.Apr 1996 to Nov 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (NY, PA).
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
- 2738976
- Firm CRD
- 10409