Prerak Patel
Investment adviser representative at MML Investors Services, LLC
12 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
12 years in the industry.
- MML Investors Services, LLCAug 2022 to now
- MassmutualJul 2022 to now
- Edward JonesJan 2018 to Jul 2022
- Phoenix ISCAug 2017 to Oct 2017
- Walmart Stores IncFeb 2014 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (GA).
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
- 6895536
- Firm CRD
- 10409