Ronald Ostilio Sosa
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.
- Lenox Advisors, Inc.Oct 2024 to now
- Massmutual Life Insurance CoOct 2024 to now
- MML Investors Services, LLCOct 2024 to now
- Nfc Amenity ManagementJan 2024 to Oct 2024
- Kablan ManagementJul 2022 to Dec 2023
- Whole Foods MarketFeb 2022 to Jul 2022
- FedexJan 2022 to Feb 2022
- Chick-fil-aMar 2021 to Dec 2021
- California State University - Los AngelesAug 2020 to May 2024
- Abraham Lincoln High SchoolApr 2016 to Jun 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7999313
- Firm CRD
- 10409