Casey Murphy Mckee
Investment adviser representative at MML Investors Services, LLC
13 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
13 years in the industry.
- MML Investors Services, LLCFeb 2026 to now
- Massmutual Life Insurance CompanyJan 2026 to now
- Brighthouse FinancialJan 2022 to Nov 2025
- Vanguard GroupJul 2021 to Jan 2022
- Santander Bank USFeb 2021 to May 2021
- BlackrockJul 2020 to Aug 2020
- Iron Hill BreweryAug 2019 to May 2021
- On the Border Mexican CantinaOct 2018 to Oct 2019
- West Chester University of PennsylvaniaAug 2017 to May 2021
- Central Bucks High School WestSep 2013 to May 2017
- Chubby's Dairy BarnMay 2013 to Aug 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7415285
- Firm CRD
- 10409