Daniel Epstein
Investment adviser representative at MML Investors Services, LLC
15 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
15 years in the industry.
- MML Investors Services, LLCJan 2026 to now
- Massmutual Life Insurance CoNov 2025 to now
- Nylife Securities, LLCDec 2024 to Nov 2025
- New York Life Insurance CoSep 2024 to Nov 2025
- UnemployedAug 2020 to Sep 2024
- Harvard Business AnalyticsJul 2019 to Jul 2020
- Crossfit MaelstromJan 2011 to Jun 2019
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 4692278
- Firm CRD
- 10409