Sonda Rouleau Frattini
Investment adviser representative at MML Investors Services, LLC
18 yearsExperience
1 stateRegistered in
ChFC®Designation
$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
18 years in the industry.
- MML Investors Services, LLCSep 2025 to now
- Massmutual Life Insurance CompanyJul 2025 to now
- Ameritas Advisory Services, LLCNov 2021 to Jul 2025
- Ameritas Investment Corp.May 2008 to Jul 2025
- Ameritas Life InsuranceMay 2008 to Jul 2025
- Park South GroupMar 2008 to Jul 2025
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2003
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 4637475
- Firm CRD
- 10409