Victor Dominick Maccagnan
Investment adviser representative at MML Investors Services, LLC
19 yearsExperience
2 statesRegistered 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
19 years in the industry.
- MML Investors Services, LLCJun 2024 to now
- Massmutual Life Insurance CoJan 2016 to now
- AXA Advisors, LLCMay 2020 to Jun 2024
- Equitable Advisors, LLCMay 2020 to Jun 2024
- Eagle Rock Wealth ManagementMay 2019 to Feb 2020
- M Holdings Securities, Inc.May 2019 to Feb 2020
- Summit Advisor ServicesJan 2019 to May 2019
- Summit Financial, LLCDec 2018 to May 2019
- Purshe Kaplan Sterling InvestmentsSep 2018 to May 2019
- Summit Equities, Inc.Sep 2007 to Dec 2018
- Summit Financial Resources, Inc.Sep 2007 to Sep 2018
- Summit Risk ManagementAug 2007 to Dec 2018
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, 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
- 4022327
- Firm CRD
- 10409