Kestra Advisory Services
43yrs
Top advisor by experience in Fairfield
18yrs
Daniel Lamego is a fiduciary financial advisor in Fairfield, New Jersey, with 18 years in the industry. Daniel 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 153 advisors with offices in Fairfield, and one of 125 fiduciaries.
At a glance
Experience18 years (since 2008)
How that compares ?More experience than 55% of advisors nationwide
Office30 Two Bridges Road Suite 320, Fairfield, NJ 07004
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
Contact Daniel
30 Two Bridges Road Suite 320Fairfield, NJ 07004Office · Get directions Firm main line(413) 226-0000Headquarters: MML Investors Services · Springfield, MA Firm websitewww.mmlinvestors.com
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Daniel
Tailored to Daniel’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
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 Lamego. Daniel works from the Fairfield, NJ office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2008, about 18 years. More experience than 55% of advisors nationwide.
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.
Other advisors nearby
MML Investors Services
42yrs
Top 1% by experience in Fairfield
MML Investors Services
42yrs
Top 2% by experience in Fairfield
Nations Financial Group
42yrs
Top 3% by experience in Fairfield
Osaic Wealth
42yrs
Top 3% by experience in Fairfield
Key Client Fiduciary Advisors
42yrs
Top 3% by experience in New Jersey