Steven Lusk
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- Massmutual Life Insurance CompanyApr 2025 to now
- MML Investors Services, LLCApr 2025 to now
- UnemployedJan 2025 to Apr 2025
- Fisher InvestmentsSep 2024 to Jan 2025
- DtccJan 2023 to Sep 2024
- Charles Schwab & Co., Inc.Oct 2021 to Dec 2022
- UnemployedAug 2021 to Nov 2021
- Florida State UniversityAug 2016 to Jul 2021
- Office of Financial Aid / FsuAug 2016 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 7461400
- Firm CRD
- 10409