Samuel Rozenfeld
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
2 statesRegistered in
$115.6BFirm assets
33 yearsFirm in business
Are you Samuel Rozenfeld? 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
13 years in the industry.
- MML Investors Services, LLCSep 2023 to now
- Massmutual Life Insurance CompanyMay 2023 to now
- First Call Tax Advocates CorporationJun 2022 to now
- StudentJun 2013 to now
- Crocus Home CareJun 2022 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 7792366
- Firm CRD
- 10409