Samuel Lee
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.
- Massmutual Life Insurance CoJul 2026 to now
- MML Investors Services, LLCJul 2026 to now
- Not EmployedMay 2026 to Jul 2026
- Nylife Securities, LLCApr 2026 to Jul 2026
- Western & Southern LifeJun 2025 to Aug 2025
- Thermeq Co.Jun 2022 to Jan 2025
- Bowling Green State UniversityAug 2021 to May 2026
- Robert Bettinger IncMay 2021 to Dec 2023
- Otsego Local SchoolsJul 2016 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 8255057
- Firm CRD
- 10409