Joshua Ellis
Investment adviser representative at MML Investors Services, LLC
12 yearsExperience
2 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
12 years in the industry.
- MML Investors Services, LLCApr 2025 to now
- Massmutual Life Insurance CoApr 2025 to now
- Nylife Securities LLCDec 2024 to Mar 2025
- New York Life Insurance CompanyOct 2023 to Mar 2025
- Msu Federal Credit UnionSep 2021 to Oct 2023
- Michigan State UniversityMay 2019 to May 2023
- Emagine TheatersJun 2017 to May 2019
- UnemployedJun 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7808460
- Firm CRD
- 10409