Mason Fitzpatrick
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business
Are you Mason Fitzpatrick? Claim your profile
Contact this firm
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
10 years in the industry.
- Massmutual Insurance CompanyMay 2023 to now
- MML Investors Services, LLCMay 2023 to now
- Blend Bar and BistroJul 2022 to now
- Monmouth UniversitySep 2018 to May 2022
- Hamilton High School WestSep 2016 to Jun 2018
- Team85 Fitness and WellnessJun 2016 to Sep 2021
Exams passed
- Series 66 · Uniform Combined State Law2024
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
- 7739581
- Firm CRD
- 10409