Procyon
47yrs
Top advisor by experience in Shelton
29yrs
Nancy Liebermann
Financial advisor at MML Investors Services
Based in Shelton, Connecticut, Nancy Liebermann is a fiduciary financial advisor with 29 years of industry experience. Nancy has been with MML Investors Services since 2017; before that, Nancy spent 18 years at MSI Financial Services. MML Investors Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 246 advisors with offices in Shelton, and one of 234 fiduciaries.
At a glance
Experience29 years (since 1997)
How that compares ?Top 17% by experience nationwide
Office6 Corporate Drive, Shelton, CT 06484
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 ?2 states
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.
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- 1999 – 2017MSI Financial Services, Inc.Previously
Contact Nancy
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Nancy. 6 Corporate DriveShelton, CT 06484Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Nancy
Tailored to Nancy’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 Nancy
How do I contact Nancy?
Call MML Investors Services at (413) 226-0000 and ask for Nancy Liebermann. Nancy works from the Shelton, CT office.
How long has Nancy been a financial advisor?
Nancy has been in the industry since 1997, about 29 years. Top 17% by experience nationwide.
What licenses does Nancy hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Nancy a fiduciary?
Nancy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Nancy paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Nancy 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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