Cody Lynch
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.
- MML Investors Services, LLCJun 2023 to now
- Mass Mutual Life Insurance CompanyJun 2023 to now
- RBC Capital Markets, LLCSep 2021 to May 2023
- Wohler USAJul 2019 to Aug 2021
- Power Home Remodeling GroupAug 2016 to Jul 2019
- United States MilitaryFeb 2012 to Feb 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NH, 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
- 7443590
- Firm CRD
- 10409