Matthew Michael Mcmillan
Investment adviser representative at MML Investors Services, LLC
12 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
12 years in the industry.
- Massmutual Life Insurance CoMar 2024 to now
- MML Investors Services, LLCJul 2022 to now
- Young Financial GroupAug 2022 to Mar 2024
- Mobilize Physical TherapyOct 2021 to Jun 2022
- Costas RestaurantDec 2019 to Mar 2020
- Klahaya Swim & Tennis ClubMay 2015 to Sep 2020
- SchoolFeb 2014 to Mar 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
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
- 7602187
- Firm CRD
- 10409