Daniel Lee Simard
Investment adviser representative at MML Investors Services, LLC
11 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
11 years in the industry.
- MML Investors Services, LLCNov 2025 to now
- Massmutual Life Insurance CompanyOct 2025 to now
- Liguori AccountingJan 2022 to Oct 2025
- Archdiocese of BostonAug 2020 to Jun 2022
- United States Postal ServicesMay 2020 to Nov 2021
- Diocese of ManchesterMay 2017 to Apr 2020
- Granite Group BenefitsOct 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (NH).
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
- 8178186
- Firm CRD
- 10409