Meghan Lee
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.
- Massmutual Life Insurance CoDec 2023 to now
- MML Investors Services, LLCDec 2023 to now
- Vista BankOct 2022 to Jan 2024
- J.P Morgan Securities LLCSep 2021 to Apr 2022
- JP Morgan Chase Bank, N.A.Sep 2021 to Apr 2022
- Kwr IndustriesApr 2021 to Oct 2023
- Wells Fargo Clearing Services, LLCMay 2016 to Sep 2021
- Wells Fargo Advisors LLCMay 2016 to Nov 2016
- Wells Fargo Bank, NAApr 2015 to Sep 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (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
- 6658996
- Firm CRD
- 10409