Dolman Winston Vineyard
Investment adviser representative at MML Investors Services, LLC
19 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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, LLCOct 2024 to now
- Massmutual Life Insurance CompanyAug 2024 to now
- Vinity Financial Group, LLCJun 2019 to Apr 2025
- Sharpepoint, LLCJan 2018 to May 2019
- LPL Financial LLCOct 2012 to Jan 2018
- Private Advisor Group, LLCOct 2012 to Jan 2018
- U S Army National GuardMay 2007 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 2 states (AZ, 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
- 5516897
- Firm CRD
- 10409