MML Investors Services
42yrs
Top advisor by experience in Iselin
2yrs
Daniel Epstein
Financial advisor at MML Investors Services
Based in Iselin, New Jersey, Daniel Epstein is a fiduciary financial advisor with 2 years of industry experience. Daniel has been with MML Investors Services since 2026. Daniel holds the ChFC designation.
One of 151 advisors with offices in Iselin, and one of 141 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
Office186 Wood Ave S Suite 301, Iselin, NJ 08830
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
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jan 2026 – nowMML Investors Services, LLCCurrent firm
Contact Daniel
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Daniel. 186 Wood Ave S Suite 301Iselin, NJ 08830Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Epstein. Daniel works from the Iselin, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Daniel hold?
Series 63, 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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