Joseph Patrick Kazlau
Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
2 statesRegistered 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
11 years in the industry.
- MML Investors Services, LLCDec 2021 to now
- Massmutual Life Insurance CoNov 2021 to now
- Equitable Advisors, LLCJun 2019 to Nov 2021
- AXA Advisors, LLCJun 2019 to Jun 2020
- NY Life Securities LLCNov 2015 to Apr 2019
- New York Life Insurance CompanyNov 2015 to Apr 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 6341724
- Firm CRD
- 10409