Adrian Nagy
Investment adviser representative at MML Investors Services, LLC
12 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
12 years in the industry.
- MML Investors Services, LLCMay 2023 to now
- Massmutual Life Insurance Co.Apr 2023 to now
- Army ReservesSep 2014 to now
- Northwestern Mutual Wealth Management CompanyMay 2022 to Mar 2023
- Northwestern Mutual Life Insurance CompanySep 2019 to Mar 2023
- Northwestern Mutual Investment Services LLCAug 2019 to Mar 2023
- SteinhafelsOct 2017 to Mar 2019
- IncheckMay 2017 to Oct 2017
- Ge Healthcare G4sAug 2016 to May 2017
- Mitchell Hamline School of LawAug 2015 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
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
- 7173386
- Firm CRD
- 10409