Sophie Rose Lorenzo
Investment adviser representative at MML Investors Services, LLC
11 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
11 years in the industry.
- Massmutual Life Insurance CoNov 2023 to now
- MML Investors Services, LLCAug 2023 to now
- Mclawhorn and Russel, PllcMay 2022 to Jul 2022
- Four CornersAug 2021 to Apr 2023
- Judge CorderoMay 2021 to Aug 2021
- Dunkin' DonutsJun 2019 to Jul 2019
- Unc Chapel HillMay 2019 to May 2023
- Nc Youth Conservation CorpsJun 2018 to Jul 2018
- Marvin Ridge High SchoolMay 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7798097
- Firm CRD
- 10409