Curtis Joseph Stanford
Investment adviser representative at MML Investors Services, LLC
19 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
19 years in the industry.
- MML Investors Services, LLCJan 2025 to now
- Massmutual Life Insurance CoJan 2025 to now
- Nylife Securities LLCMar 2021 to Jan 2025
- New York Life Insurance CoDec 2020 to Jan 2025
- Snoqualmie Valley School DistrictNov 2017 to Nov 2024
- City of Mercer IslandNov 2016 to May 2020
- City of IssaquahApr 2007 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, WA).
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
- 7314333
- Firm CRD
- 10409