Daniel Lavian
Investment adviser representative at MML Investors Services, LLC
12 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
12 years in the industry.
- Massmutual Life Insurance Company/ Lenox Advisors IncJul 2024 to now
- MML Investors Services, LLCJul 2024 to now
- Mgm ManagementOct 2020 to Jun 2024
- UnemployedMay 2020 to Oct 2020
- Fordham University School of LawAug 2017 to May 2020
- Newmark ManagementJan 2017 to Aug 2017
- Binghamton UniversitySep 2014 to Dec 2016
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (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
- 7948360
- Firm CRD
- 10409