Gregory Scott Lippert
Investment adviser representative at MML Investors Services, LLC
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$115.6BFirm assets
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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
7 years in the industry.
- Hks Financial PartnersJun 2019 to now
- MML Investors Services, LLCJan 2016 to now
- Centerview Wealth Advisors, LLCAug 2020 to Nov 2020
- MassmutualApr 2014 to Jun 2019
- Carnegie Mellon UniversityJun 2013 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 6582836
- Firm CRD
- 10409