J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
12yrs
Patrick Menerey
Financial advisor at MML Investors Services
Based in Los Angeles, California, Patrick Menerey is a financial advisor with 12 years of industry experience. Patrick joined MML Investors Services in 2016, a firm offering financial planning, investment management, and retirement plan consulting. Patrick holds the CFP® designation.
At a glance
Experience12 years (since 2014)
How that compares ?12 years in the industry
Office6080 Center Drive Suite 120, Los Angeles, CA 90045
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 63Uniform Securities Agent State Law Examination
Career
- 2016 – nowMML Investors Services, LLCCurrent firm
Questions to ask Patrick
Tailored to Patrick’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 Patrick
How do I contact Patrick?
Call MML Investors Services at (413) 226-0000 and ask for Patrick Menerey. Patrick works from the Los Angeles, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2014, about 12 years. 12 years in the industry.
What licenses does Patrick hold?
Series 63. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Patrick paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick 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
J.P. Morgan Securities
47yrs
Top 1% by experience in Los Angeles
Wells Fargo Advisors
47yrs
Top 1% by experience in Los Angeles
Merrill
47yrs
Top 1% by experience in Los Angeles
Wells Fargo Advisors
47yrs
Top 1% by experience in Los Angeles
Oppenheimer & Co.
47yrs
Top 1% by experience in Los Angeles