Mark David Borak
Investment adviser representative at MML Investors Services, LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$115.6BFirm assets
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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 CompanyJul 2023 to now
- MML Investors Services, LLCJul 2023 to now
- Cambridge Investment Research Advisors, Inc.Jul 2022 to Jul 2023
- Aggregate AdvisorsJun 2020 to Jul 2023
- Cambridge Investment Research, Inc.Jun 2020 to Jul 2023
- Technology Business ResearchFeb 2020 to May 2020
- Entry Point Door & Dock ServicesJun 2019 to Jun 2023
- University of New HampshireSep 2018 to May 2022
- Checkmate PizzaJun 2018 to Aug 2018
- Bow High SchoolSep 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 7264864
- Firm CRD
- 10409