Morgan Stanley
47yrs
Top 1% by experience in Boca Raton
10yrs
Craig Eppy
Financial advisor at MML Investors Services
Craig Eppy has worked in the financial industry for 10 years and is a fiduciary financial advisor based in Boca Raton, Florida. Craig has been with MML Investors Services since 2019. 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.
One of 1651 advisors with offices in Boca Raton, and one of 1499 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office197 S Federal Hwy Suite 200, Boca Raton, FL 33432
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
- 2019 – nowMML Investors Services, LLCCurrent firm
Contact Craig
197 S Federal Hwy Suite 200Boca Raton, FL 33432Office · Get directions Firm main line(413) 226-0000Headquarters: MML Investors Services · Springfield, MA Firm websitewww.mmlinvestors.com
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Questions to ask Craig
Tailored to Craig’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 Craig
How do I contact Craig?
Call MML Investors Services at (413) 226-0000 and ask for Craig Eppy. Craig works from the Boca Raton, FL office.
How long has Craig been a financial advisor?
Craig has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Craig hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Craig a fiduciary?
Craig is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Craig paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Craig 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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