MML Investors Services
42yrs
Top advisor by experience in Waterford
27yrs
Daniel Dunn is a fiduciary financial advisor in Waterford, Connecticut, with 27 years in the industry. After two years at MSI Financial Services and 13 years at New England Securities, Daniel joined MML Investors Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 19 advisors with offices in Waterford, and one of 19 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 23% by experience nationwide
Office774 Broad Street, Waterford, CT 06385
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
Typical client at the firm ?$249,379
Advisors at the firm5,093
States licensed ?1 state
Services through MML Investors Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- 2015 – 2017MSI Financial Services, Inc.Previously
- 2002 – 2015New England SecuritiesPreviously
Contact Daniel
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Daniel. 774 Broad StreetWaterford, CT 06385Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call MML Investors Services at (413) 226-0000 and ask for Daniel Dunn. Daniel works from the Waterford, CT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1999, about 27 years. Top 23% by experience nationwide.
What licenses does Daniel hold?
Series 65. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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