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Advisors / California / Arcadia
22yrs

Daniel Long

Financial advisor at MML Investors Services

Daniel Long is a fiduciary financial advisor in Arcadia, California, with 22 years in the industry. After 13 years at MSI Financial Services, Daniel joined MML Investors Services in 2017, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.

One of 83 advisors with offices in Arcadia, and one of 75 fiduciaries.

Arcadia, CACFP®Fiduciary advisor

At a glance

Experience22 years (since 2004)
How that compares ?More experience than 67% of advisors in Arcadia
OfficeArcadia, CA
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.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. 2017 – now
  2. 2004 – 2017
    MSI Financial Services, Inc.Previously

Questions to ask Daniel

Tailored to Daniel’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Daniel

How do I contact Daniel?

Call MML Investors Services at (413) 226-0000 and ask for Daniel Long. Daniel works from the Arcadia, CA office.

How long has Daniel been a financial advisor?

Daniel has been in the industry since 2004, about 22 years. More experience than 67% of advisors in Arcadia.

What licenses does Daniel hold?

Series 66. 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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