Procyon
47yrs
Top advisor by experience in Shelton
15yrs
David Beeman
Financial advisor at MML Investors Services
David Beeman has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Shelton, Connecticut. David has been with MML Investors Services since 2017; before that, David spent six years at MSI Financial Services. David holds the CFP® designation.
One of 246 advisors with offices in Shelton, and one of 234 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 50% 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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowMML Investors Services, LLCCurrent firm
- 2011 – 2017MSI Financial Services, Inc.Previously
Contact David
(413) 226-0000Firm headquarters in Springfield, MA. Ask for David. 6 Corporate DriveShelton, CT 06484Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call MML Investors Services at (413) 226-0000 and ask for David Beeman. David works from the Shelton, CT office.
How long has David been a financial advisor?
David has been in the industry since 2011, about 15 years. More experience than 50% of advisors nationwide.
What licenses does David hold?
Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask David 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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