Daniel Robert Hoffmann
Investment adviser representative at MML Investors Services, LLC
15 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
15 years in the industry.
- MML Investors Services, LLCJul 2021 to now
- Mass Mutual Life Insurance CompanyJun 2021 to now
- Southern TideMay 2020 to Jun 2021
- Vincere Management GroupJan 2020 to Mar 2020
- Boca Oyster BarMay 2019 to Aug 2019
- O'neill and Sons Moving Co.May 2018 to Aug 2018
- Salve Regina UniversityAug 2017 to May 2021
- UnemployedJan 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 7395557
- Firm CRD
- 10409