Joshua Joseph Felice
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- Mass Mutual Life Insurance CompanyJul 2020 to now
- MML Investors Services, LLCJul 2020 to now
- UnemployedMay 2020 to Jun 2021
- Pitney BowesMay 2019 to Aug 2019
- Yonkers Brewing CompanyMay 2018 to Aug 2018
- Mindshare MediaMay 2017 to Aug 2017
- Loyola University MarylandSep 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7280461
- Firm CRD
- 10409