Matthew Delphais
Investment adviser representative at MML Investors Services, LLC
14 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
14 years in the industry.
- Downingtown Country ClubJun 2024 to now
- MML Investors Services, LLCJan 2023 to now
- Massmutual Life Insurance CoSep 2022 to now
- MML Inventors Services, LLCSep 2022 to now
- Creative Financial GroupJun 2021 to Jul 2021
- MML Inventors Services, LLCJun 2021 to Jul 2021
- Testo InstrumentsMay 2020 to Aug 2020
- Downingtown Country ClubMay 2019 to Sep 2022
- Student/unemployedJun 2018 to May 2019
- StudentSep 2012 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 7399563
- Firm CRD
- 10409