Daniel O'Sullivan
Financial advisor at MML Investors Services, LLC · Wharton, NJ
Last updated 2026-10-10
Claim your profileDaniel O'Sullivan is a financial advisor at MML Investors Services, LLC in Wharton, NJ, CRD 8134845. Licenses and exams on the registration: Series 66. First registered 2026-04-29.
Registration
- CRD number
- 8134845
- Registration status
- Active
- First registered
- 2026-04-29
- Years of experience
- 11
- States registered
- NJ, TX
Licenses and exams
- Series 66
Work history
- 2025-08 to Present · Massmutual Life Insurance Co · Warren, NJ
- 2025-08 to Present · MML Investors Services, LLC · Warren, NJ
- 2021-07 to 2025-05 · Montclair State University · Little Falls, NJ
- 2022-02 to 2024-02 · Compass Group · Montclair, NJ
- 2024-06 to 2024-08 · Barnum Financial Group · Warren, NJ
- 2025-02 to 2025-04 · Barnum Financial Group · Montclair, NJ
- 2015-07 to 2021-06 · Unemployed · Randolph, NJ
Current employment
- MML Investors Services, LLC · Springfield, MA
MML Investors Services, LLC
- Regulatory AUM
- $115,638,239,231
- Registered advisors
- 5,120
- Offices
- 2,469
- Clients per advisor
- 88.8 (Moderate)
- Average AUM per client
- $254.2K (Low)
- High-net-worth client ratio
- 0.2% (Low)
MML Investors Services, LLC: advisors, services and reported ETF investments
Reported ETF positions
MML Investors Services reports 1,348 ETF positions worth $31.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $2.1B |
| QQQ — Invesco QQQ Trust, Series 1 | $667.6M |
| VEA — Vanguard FTSE Developed Markets ETF | $654.4M |
| DYNF — iShares U.S. Equity Factor Rotation Active ETF | $621M |
| VOO — Vanguard S&P 500 ETF | $586M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
MML Investors Services's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $250.3M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $621M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $141.2M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $100.5M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by MML Investors Services, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Broker-Dealer (Registered or Unregistered)
- Sells Non-Advisory Products or Services
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Real Estate Broker or Dealer
- Sponsor or Syndicator of Limited Partners
- Sponsor or GP of Pooled Investment Vehicl
Location
Wharton, NJ
2 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (413) 226-0000
- Website: mmlinvestors.com
Official record
Are you Daniel O'Sullivan?
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