Morgan Stanley
43yrs
Top advisor by experience in Elmira
21yrs
Based in Elmira, New York, Jay Sullivan is a financial advisor with 21 years of industry experience. Jay has been with MML Investors Services since 2021. 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.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 64% of advisors in New York
Office100 N Main St Suite 201, Elmira, NY 14901
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 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowMML Investors Services, LLCCurrent firm
Contact Jay
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Jay. 100 N Main St Suite 201Elmira, NY 14901Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Jay
Tailored to Jay’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 Jay
How do I contact Jay?
Call MML Investors Services at (413) 226-0000 and ask for Jay Sullivan. Jay works from the Elmira, NY office.
How long has Jay been a financial advisor?
Jay has been in the industry since 2005, about 21 years. More experience than 64% of advisors in New York.
What licenses does Jay hold?
Series 63. Tap any license on this page to see what it allows.
Is Jay a fiduciary?
Jay is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Jay paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Jay 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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