Ian Carbone
Investment adviser representative at MML Investors Services, LLC
14 yearsExperience
2 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
14 years in the industry.
- MML Investors Services, LLCJan 2020 to now
- Mass Mutual Life Insurance CoApr 2018 to now
- King's Ridge Christian SchoolJan 2018 to Jan 2022
- UpsNov 2017 to Apr 2018
- UnemployedMay 2017 to Nov 2017
- Moravian CollegeJun 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (GA, 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
- 7210379
- Firm CRD
- 10409