Aaron Townsend Diaz
Investment adviser representative at MML Investors Services, LLC
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- MML Investors Services, LLCMay 2025 to now
- Massmutual Life Insurance CoMay 2025 to now
- Ep Wealth Advisors, LLCOct 2023 to May 2025
- Lincoln Financial AdvisorsJun 2022 to Sep 2023
- Farther Finance Advisors, LLCNov 2021 to Jun 2022
- UnemployedAug 2021 to Oct 2021
- Bank of America, N.A.Jun 2018 to Jul 2021
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2018 to Jul 2021
- UnemployedFeb 2018 to May 2018
- Wells FargoMar 2016 to Jan 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6966639
- Firm CRD
- 10409