Procyon
47yrs
Top advisor by experience in Shelton
4yrs
Daniel Hoffmann
Full name on record: Daniel Robert Hoffmann
Financial advisor at MML Investors Services
Daniel Hoffmann is a fiduciary financial advisor in Shelton, Connecticut, with 4 years in the industry. Daniel joined MML Investors Services in 2022, a firm offering financial planning, investment management, and retirement plan consulting. Daniel holds the CFP® designation.
One of 246 advisors with offices in Shelton, and one of 234 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
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 ?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.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2022 – nowMML Investors Services, LLCCurrent firm
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 Hoffmann. Daniel works from the Shelton, CT office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Daniel hold?
Series 66. 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.
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