Patrick Matthew Curley
Investment adviser representative at MML Investors Services, LLC
13 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
13 years in the industry.
- Mass Mutual Life Insurance CoMay 2021 to now
- MML Investors Services, LLCMay 2021 to now
- UnemployedJan 2021 to May 2021
- Northwestern MutualJul 2020 to Jan 2021
- Easton Country ClubMay 2019 to Aug 2020
- Showcase CinemasJan 2017 to Jan 2020
- Avon Park and RecreationJul 2016 to Aug 2018
- Catholic MemorialSep 2013 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7282507
- Firm CRD
- 10409