UBS Financial Services
46yrs
Top advisor by experience in Walnut Creek
1yr
Masataka Scanlan
Full name on record: Masataka William Scanlan
Financial advisor at MML Investors Services
Based in Walnut Creek, California, Masataka Scanlan is a fiduciary financial advisor with 1 year of industry experience. Masataka has been with MML Investors Services since 2025. 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 1115 advisors with offices in Walnut Creek, and one of 1005 fiduciaries.
At a glance
Experience1 years (since 2025)
How that compares ?1 years in the industry
Office1676 N California Blvd Suite 430, Walnut Creek, CA 94596
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.
Series 66Uniform Combined State Law Examination
Career
- Jun 2025 – nowMML Investors Services, LLCCurrent firm
Contact Masataka
Local office(925) 949-7400Ask for Masataka. (413) 226-0000Main office · Springfield, MA 1676 N California Blvd Suite 430Walnut Creek, CA 94596Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Masataka
Tailored to Masataka’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Masataka
How do I contact Masataka?
Call Masataka’s local office at (925) 949-7400 or the MML Investors Services main office at (413) 226-0000, and ask for Masataka Scanlan.
How long has Masataka been a financial advisor?
Masataka has been in the industry since 2025, about 1 years. 1 years in the industry.
What licenses does Masataka hold?
Series 66. Tap any license on this page to see what it allows.
Is Masataka a fiduciary?
Masataka is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Masataka paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Masataka 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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