Cole Stephen Mitchell
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.
- MML Investors Services, LLCFeb 2025 to now
- Massmutual Life Insurance CoFeb 2025 to now
- Naples RealtyAug 2021 to Jun 2022
- Forbes Financial Planning, Inc.May 2021 to Jan 2025
- Fp Solutions Ri, LLCSep 2020 to Feb 2021
- Ameriprise Financial Services, LLCSep 2020 to Jan 2021
- Maxlite Lighting SolutionsJan 2019 to Jun 2019
- Bryant University IntramuralsJan 2018 to Jan 2022
- Bryant UniversityJan 2018 to Jun 2021
- Fresh Tortillas RestaurantJan 2017 to Jan 2019
- Regal Movie TheatreJan 2016 to Jan 2017
- Phillipsburg High SchoolJan 2014 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2025
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
- 7293240
- Firm CRD
- 10409