Kyle A Schmutte
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, LLCApr 2024 to now
- MassmutualApr 2024 to now
- Citizens Bank, N/aOct 2022 to Apr 2024
- Citizens Securities, IncMay 2021 to Apr 2024
- Citizens Bank, N.AMay 2021 to Oct 2022
- BankerDec 2020 to May 2021
- Citizens BankJun 2017 to Dec 2020
- Citizens Securities, IncJun 2017 to Dec 2020
- Baystate FinancialJun 2016 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 5851079
- Firm CRD
- 10409