Andrew Scott Klein
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- Massmutual Life Insurance CompanyJul 2022 to now
- MML Investors Services, LLCJul 2022 to now
- Northwestern Mutual Wealth Management CompanyMay 2021 to Jun 2022
- Northwestern Mutual Life Insurance CompanyAug 2020 to Jun 2022
- Northwestern Mutual Investment Services LLCJul 2020 to Jun 2022
- Double Aa Holdings LLCJan 2020 to Aug 2020
- UnemployedSep 2019 to Jan 2020
- Bruderman Brothers LLCDec 2016 to Sep 2019
- UnemployedJul 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 2768037
- Firm CRD
- 10409