Samuel Fanning Marcus
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
3 statesRegistered 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.
- MML Investors Services, LLCAug 2023 to now
- Massmutual Life Insurance CoJun 2023 to now
- UnemployedApr 2023 to Jun 2023
- Family First LifeOct 2022 to Mar 2023
- Shield Co. MarketingMay 2018 to Sep 2022
- University of ArizonaAug 2017 to May 2021
- North Chevy Chase PoolMay 2015 to Aug 2017
- Bethesda-chevy Chase High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
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
- 7800376
- Firm CRD
- 10409