Daniel Ryan Calbo
Investment adviser representative at MML Investors Services, LLC
12 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
12 years in the industry.
- MML Investors Services, LLCMay 2023 to now
- Lenox Advisors, Inc.Mar 2023 to now
- Massmutual Life Insurance CoMar 2023 to now
- DoordashJan 2023 to Mar 2023
- Northwestern MutualMay 2022 to Apr 2023
- Watertown Golf ClubJun 2021 to Aug 2021
- Basf Chemical CatalystsFeb 2021 to May 2021
- Shaw's SupermarketJun 2020 to Aug 2020
- Constantino LandscapingMay 2019 to Aug 2019
- St. Lawrence UniversityAug 2018 to Dec 2022
- Anthony's Pizzeria and DeliJun 2018 to Aug 2018
- Cheshire High SchoolAug 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7563764
- Firm CRD
- 10409