Kyle William Mittelstadt
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- MML Investors Services, LLCSep 2024 to now
- Massmutual Life Insurance CoSep 2024 to now
- Keystone Health AdvisorsFeb 2024 to now
- Rockwood Wealth ManagementJan 2023 to Aug 2023
- WsfsNov 2021 to Mar 2022
- University of DelawareAug 2020 to May 2024
- CvsApr 2019 to Aug 2021
- Downingtown East High SchoolSep 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 7979424
- Firm CRD
- 10409