MML Investment Advisers, LLC
Firm details
- Headquarters
- Springfield, Massachusetts
- CRD number
- 169568
- Registered since
- November 21, 2013
- Fee structure
- Percentage of AUM, Other
- Client types
- Investment Companies98.04%
- Pooled Investment Vehicles1.96%
- Services
- Portfolio Management for Investment CompaniesSelection of Other Advisers
Firm profile
FINTRXOverview
MML Investment Advisers, LLC is an SEC-registered institutional RIA organized as an LLC and in operation since 2013. The firm primarily serves institutional clients and functions as a capital allocator, with a fee model that includes percentage-of-AUM billing and other fee arrangements. Its regulatory profile and stated business activities show involvement as a commodity pool operator or commodity trading adviser (CPO/CTA), plus portfolio management for investment companies and the selection of other advisers, indicating the firm both manages pooled vehicles and delegates to external managers. The adviser identifies as an active ESG investor, which suggests environmental, social or governance factors are incorporated into its manager selection and portfolio construction. MML Investment Advisers positions itself to work with external managers and sponsors, rather than relying solely on in-house-only strategies.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Philip Wellman
Vice President, Chief Compliance OfficerCRD 4193067
Contacts
3 of 5Patrice Sabach
DirectorCRD 7810259
Jennifer Rhodes Reilly
DirectorCRD 3243154

Paul Lapiana
Senior Vice PresidentCRD 2237245
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Springfield, MA
Hampden
Location
Springfield, MA
Headquartered in Springfield, MA, in the Northeast of the United States.
- Region
- Northeast
- County
- Hampden
- Address
- 1295 State St
- Time zone
- ET (UTC-5)
- Office locations
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