Joseph Farrelly
Investment adviser representative at MML Investors Services, LLC
10 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
10 years in the industry.
- Massmutual Life Insurance CompanyMar 2026 to now
- MML Investors Services, LLCSep 2024 to now
- Barnum Financial GroupOct 2024 to Mar 2026
- University of Maine Business SchoolAug 2022 to May 2024
- United Parking LLCMay 2021 to Feb 2025
- Full Time StudentAug 2020 to May 2024
- Slice of HeavanJun 2016 to Mar 2020
- Full Time StudentFeb 2016 to May 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (RI, 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
- 7990146
- Firm CRD
- 10409