Lindsay Berk
Investment adviser representative at MML Investors Services, LLC
11 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
11 years in the industry.
- MML Investors Services, LLCJul 2026 to now
- Massmutual Life Insurance CompanyJun 2026 to now
- TumblelabOct 2025 to Jun 2026
- Strategic Advisers LLCMar 2025 to Sep 2025
- Fidelity Personal and Workplace AdvisorsJun 2024 to Mar 2025
- Fidelity Brokerage Services LLCMay 2024 to Sep 2025
- Morgan StanleyNov 2018 to Mar 2024
- The Vanguard Group, Inc.Sep 2015 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 6554364
- Firm CRD
- 10409