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Megan Cordi-standfest

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.

  1. MML Investors Services, LLCSep 2026 to now
  2. MML Investor Services, LLCAug 2026 to now
  3. Massmutual Life Insurance CompanyJul 2026 to now
  4. Clean Home Task ForceJan 2020 to now
  5. LPL Enterprise LLCMay 2026 to Jul 2026
  6. Whole Foods MarketAug 2016 to Sep 2020
  7. Lansing Community College/western Michigan UniversitySep 2015 to Jun 2020

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
8262874
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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