Procyon
47yrs
Top advisor by experience in Shelton
21yrs
Daniela Gerhard
Financial advisor at MML Investors Services
Daniela Gerhard has worked in the financial industry for 21 years and is a fiduciary financial advisor based in Shelton, Connecticut. After less than a year at MSI Financial Services, Daniela 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 246 advisors with offices in Shelton, and one of 234 fiduciaries.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 63% of advisors 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 ?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.
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- Sep 2016 – Mar 2017MSI Financial Services, Inc.Previously
- 2006 – 2016MSI Financial Services, Inc.Previously
Contact Daniela
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Daniela. 6 Corporate DriveShelton, CT 06484Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Daniela
Tailored to Daniela’s registration and firm.
- 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 Daniela
How do I contact Daniela?
Call MML Investors Services at (413) 226-0000 and ask for Daniela Gerhard. Daniela works from the Shelton, CT office.
How long has Daniela been a financial advisor?
Daniela has been in the industry since 2005, about 21 years. More experience than 63% of advisors nationwide.
What licenses does Daniela hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Daniela a fiduciary?
Daniela is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniela paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Daniela 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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