UBS Financial Services
47yrs
Top 1% by experience in Atlanta
New
Carson Bitzer
Financial advisor at MML Investors Services
Carson Bitzer is a fiduciary financial advisor in Atlanta, Georgia, registered since Apr 2026. Carson joined MML Investors Services in 2026, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 4534 advisors with offices in Atlanta, and one of 4079 fiduciaries.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office6 Concourse Parkway Suite 2700, Atlanta, GA 30328
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
- Jul 2026 – nowMML Investors Services, LLCCurrent firm
Contact Carson
(413) 226-0000Firm headquarters in Springfield, MA. Ask for Carson. 6 Concourse Parkway Suite 2700Atlanta, GA 30328Office · Get directions Firm websiteHTTP://WWW.MMLINVESTORS.COM
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Questions to ask Carson
Tailored to Carson’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Carson
How do I contact Carson?
Call MML Investors Services at (413) 226-0000 and ask for Carson Bitzer. Carson works from the Atlanta, GA office.
How long has Carson been a financial advisor?
Carson is new to the profession, registered since Apr 2026, and holds 1 license.
What licenses does Carson hold?
Series 66. Tap any license on this page to see what it allows.
Is Carson a fiduciary?
Carson is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Carson paid?
MML Investors Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Carson 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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