Samuel Curtis
Investment adviser representative at MML Investors Services, LLC
9 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
9 years in the industry.
- Massmutual Life Insurance CoOct 2025 to now
- MML Investors Services, LLCOct 2025 to now
- Empower Advisory Group, LLCMar 2025 to Oct 2025
- Empower Financial Services, Inc.Mar 2025 to Oct 2025
- Ally Invest AdvisorsJun 2024 to Feb 2025
- Ally Invest Securities LLCJun 2024 to Feb 2025
- Tailored Shared Services LLCFeb 2024 to Mar 2024
- ViatrisJan 2023 to Jun 2024
- UBS Financial Services Inc.Dec 2021 to Jan 2023
- Ally Invest Securities LLCFeb 2021 to Nov 2021
- AmazonDec 2020 to Jan 2021
- UnemployedMay 2020 to Dec 2020
- Parkersburg Brewing LLCApr 2019 to Jul 2019
- Vanguard Marketing CorporationSep 2018 to May 2019
- Randstad Via VanguardSep 2018 to Dec 2018
- Northwestern Mutual Investment Services, LLCMay 2018 to Aug 2018
- Northwestern MutualMay 2018 to Jul 2018
- Marshall UniversityAug 2017 to May 2020
- The Lowe's Companies, Inc.Jun 2017 to Jul 2017
- West Liberty UniversityAug 2016 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 6949548
- Firm CRD
- 10409