Maximo Trama
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.
- Massmutual Life Insurance CoAug 2024 to now
- MML Investors Services, LLCJan 2020 to now
- Wealthbuilding LLCJan 2024 to Aug 2024
- Mariano Mcgrath and AssociatesJan 2023 to Jan 2024
- Charter Oak FinancialJan 2020 to Jan 2023
- Konica MinoltaJan 2017 to Jan 2020
- Oak Beverages Inc.Jan 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7214059
- Firm CRD
- 10409