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Taher Assaf

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.

  1. Massmutual Life Insurance CoAug 2024 to now
  2. MML Investors Services, LLCAug 2024 to now
  3. First Merchants CorpMay 2023 to Aug 2023
  4. BreezeJun 2022 to Aug 2022
  5. Zidans ManagmentMay 2021 to Aug 2021
  6. Indiana UniversityJan 2020 to Aug 2024
  7. Panera BreadJan 2019 to Jan 2020
  8. Carmel High SchoolJan 2014 to Jan 2019

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (IL).

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
7971588
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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