Daniel Harris
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
2 statesRegistered 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
10 years in the industry.
- MML Investors Services, LLCJun 2026 to now
- Massmutual Life Insurance CompanyMay 2026 to now
- Northwestern Mutual Wealth Management CompanyMay 2022 to Jun 2026
- Northwestern Mutual Life Insurance CompanyOct 2020 to Jun 2026
- Northwestern Mutual Investment Services LLCSep 2020 to Jun 2026
- Newsbank, Inc.Sep 2019 to Sep 2020
- BlackbaudJul 2017 to Sep 2019
- UnemployedApr 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (SC, 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
- 7294474
- Firm CRD
- 10409