Guangzhi Zhai
Investment adviser representative at MML Investors Services, LLC
17 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$115.6BFirm assets
Are you Guangzhi Zhai? 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
17 years in the industry.
- MML Investors Services, LLCJan 2018 to now
- Massmutual Life Insurance ComapnyNov 2017 to now
- Evergreen Tax and Accounting LLCAug 2012 to now
- Parent Parent LLPDec 2014 to Jul 2017
- Transamerica Financial Advisors, IncAug 2011 to Nov 2017
- World Financial Group, Inc.Nov 2009 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, PA).
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
- 6125981
- Firm CRD
- 10409