Moshe Feinstein
Investment adviser representative at MML Investors Services, LLC
8 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
8 years in the industry.
- MML Investors Services, LLCAug 2022 to now
- Massmutual Life Insurance CoJul 2022 to now
- Nylife Securities, LLCApr 2022 to Jun 2022
- Bais Reuven KamenitzSep 2021 to Jun 2022
- Thera Era LLCDec 2017 to Dec 2021
- Beth Medrash GovohaApr 2014 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7544134
- Firm CRD
- 10409