Patrick Thomas Nolan
Investment adviser representative at MML Investors Services, LLC
6 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
6 years in the industry.
- MML Investors Services, LLCNov 2018 to now
- Massmutual Life Insurance CoNov 2018 to now
- USAA Investment Management CompanyJan 2018 to Oct 2018
- USAA Financial Advisors, IncMay 2012 to Oct 2018
- USAA Financial Planning ServicesMay 2012 to Oct 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2012
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
- 3091925
- Firm CRD
- 10409