Steven Carter
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- MML Investors Services, LLCDec 2025 to now
- Mass Mutual Life Insurance CompanyNov 2025 to now
- Bipoc Arts Network and FundJun 2025 to Nov 2025
- UnemployedApr 2025 to Jun 2025
- J.P. Morgan Securities LLCOct 2021 to Mar 2025
- JP Morgan Chase Bank, N.AOct 2021 to Mar 2025
- Project Row HousesFeb 2020 to Apr 2024
- TargetDec 2019 to Jan 2020
- Revere ResourcesJan 2019 to Dec 2019
- Ameriprise Financial Services, LLCApr 2018 to Nov 2018
- Wealth Design GroupJan 2017 to May 2018
- Self EmployedApr 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (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
- 5737606
- Firm CRD
- 10409