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Sarah Stackpole

Investment adviser representative at MML Investors Services, LLC
11 yearsExperience
1 stateRegistered 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

11 years in the industry.

  1. MML Investors Services, LLCApr 2021 to now
  2. Massmutual Life Insurance CoApr 2020 to now
  3. Sydell Hotels LLC - the Line AustinFeb 2020 to Mar 2020
  4. Kriya Revgen LLCNov 2017 to Jan 2020
  5. Houston Baptist UniversityAug 2015 to Nov 2017

Exams passed

  • Series 66 · Uniform Combined State Law2021

State registrations

Registered as an investment adviser representative in 1 state (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
7356722
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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