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Samuel Toskin

Investment adviser representative at MML Investors Services, LLC
19 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

19 years in the industry.

  1. Mass Mutual Life Insurance CompanyJun 2021 to now
  2. MML Investors Services, LLCJun 2021 to now
  3. Lenox Advisors, Inc.Mar 2021 to now
  4. The Advisor Collective, LLCOct 2020 to Feb 2021
  5. Massachusetts Mutual Life Insurance CompanyJul 2007 to Sep 2020
  6. MML Investors Services, LLCJul 2007 to Sep 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2004

State registrations

Registered as an investment adviser representative in 1 state (CT).

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
2905500
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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