Roy A Schoenfeld
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
2 statesRegistered in
$115.6BFirm assets
33 yearsFirm in business
Are you Roy A Schoenfeld? Claim your profile
Contact this firm
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
13 years in the industry.
- Massmutual Life Insurance CompanySep 2026 to now
- MML Investors Services, LLCSep 2026 to now
- Osaic Wealth, Inc.Jan 2025 to Sep 2026
- Osaic Fa, IncJun 2019 to Jan 2025
- Bank of America, N.A.Jun 2013 to May 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 6056017
- Firm CRD
- 10409