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Matthew Christian Minshall

Investment adviser representative at MML Investors Services, LLC
13 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

13 years in the industry.

  1. MML Investors Services, LLCJul 2026 to now
  2. Lenox AdvisorsJun 2026 to now
  3. Massmutual Life Insurance CoJun 2026 to now
  4. Magicbox World Inc.Jan 2026 to now
  5. Stolen Roots Inc.Jul 2024 to now
  6. The Art Factory LLCFeb 2019 to now
  7. Equitable Advisors, LLCMay 2024 to Jun 2026
  8. Thrivent FinancialApr 2024 to May 2024
  9. Thrivent Investment Management IncSep 2023 to May 2024
  10. Trical Wine LLCAug 2020 to Dec 2025
  11. Cbs/paramount - Ncis: Los AngelesJul 2019 to Feb 2023
  12. Cbs/paramount - NcisJul 2013 to Jun 2019

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 1 state (CA).

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
7730338
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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