Matthew Lawrence Kogan
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
3 statesRegistered 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
13 years in the industry.
- MML Investors Services, LLCFeb 2021 to now
- Lenox AdvisorsJan 2021 to now
- Mass Mutual Life Insurance CompanyJan 2021 to now
- Equitable Advisors, LLCOct 2018 to Jan 2021
- AXA Advisors, LLCOct 2018 to Jun 2020
- California Western School of LawSep 2017 to Apr 2018
- UniqloJul 2017 to Aug 2017
- University of California, Santa CruzSep 2013 to Apr 2017
- Infinity Line Jewelry Mfg., IncJun 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (CA, IL, 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
- 7023230
- Firm CRD
- 10409