Daniel Genevick
Investment adviser representative at MML Investors Services, LLC
25 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
25 years in the industry.
- Massmutual Life Insurance CompanyApr 2026 to now
- MML Investors Services, LLCApr 2026 to now
- Northwestern Mutual Wealth Management CompanySep 2021 to Apr 2026
- Northwestern Mutual Life Insurance CompanyMay 2019 to Apr 2026
- Northwestern Mutual Investment Services LLCApr 2019 to May 2026
- New York State Information Technology ServicesMay 2017 to Sep 2018
- Allen Waite FarmsApr 2015 to Sep 2017
- StudentSep 2001 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7094557
- Firm CRD
- 10409