Trevor David kagan Lyne
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- MML Investors Services, LLCOct 2024 to now
- Massmutual Life Insurance CoOct 2024 to now
- Cetera Advisor Networks, LLCAug 2023 to Oct 2024
- Cetera Investment Advisers, LLCAug 2023 to Oct 2024
- Suffield AcademySep 2021 to Sep 2023
- Minnesota Life Insurance CoMay 2021 to Aug 2023
- Pioneer Financial GroupAug 2020 to Oct 2024
- Securian Financial Services, Inc.Aug 2020 to Aug 2023
- Minnesota Life Insurance CoAug 2020 to Feb 2021
- Pioneer Financial GroupJan 2019 to Apr 2020
- Bryant UniversitySep 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7057493
- Firm CRD
- 10409