Phillip Chai
Investment adviser representative at MML Investors Services, LLC
12 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
12 years in the industry.
- MML Investors Services, LLCJan 2026 to now
- Massmutual Life Insurance CoMar 2025 to now
- LPL Enterprise, LLCJan 2025 to Nov 2025
- UnemployedJul 2024 to Jan 2025
- Chai ConsultancyJul 2023 to Jul 2024
- Crestline InvestorsSep 2019 to Jul 2023
- UnemployedApr 2019 to Sep 2019
- Encore Software ServicesJun 2018 to Apr 2019
- Student At BrainstationMar 2018 to Jun 2018
- Sentinel Dome PartnersAug 2014 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 8028256
- Firm CRD
- 10409