Scott Owen Mcdonald
Investment adviser representative at MML Investors Services, LLC
38 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
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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
38 years in the industry.
- Optometric Eye Care CenterMar 2024 to now
- Elevate Eye CareSep 2021 to now
- MML Investors Services, LLCMar 2015 to now
- Massmutual Life Insurance CoJan 2015 to now
- Scott O. Mcdonald, OdpaJun 1988 to Feb 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2009
- Series 65 · Uniform Investment Adviser Law2012
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
- 5655053
- Firm CRD
- 10409