Zachary J Lafave
Investment adviser representative at MML Investors Services, LLC
15 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
15 years in the industry.
- MML Investors Services, LLCJan 2024 to now
- Massmutual Life Insurance CoDec 2023 to now
- New York Life Insurance CompanyMar 2022 to Jan 2024
- Nylife Securities LLCMar 2022 to Jan 2024
- Christies On the LakeJun 2020 to Aug 2021
- Suny Research FoundationJan 2020 to Jun 2022
- Suny CantonSep 2019 to May 2022
- Moreau EmsMar 2019 to Jul 2024
- Saratoga Spa GolfMay 2017 to Aug 2021
- South Glens Falls School DistrictSep 2011 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 (NY).
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
- 7529022
- Firm CRD
- 10409