Bernabe Villanueva

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Contact Information

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Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

24 years registered in the securities industry

Current & Past Employments

Current

MMA SECURITIES LLCCurrent·CRD# 44254

RIA

BD

Park 80 West, Plaza Two 250 Pehle Ave., Suite 400, Saddlebrook, NJ 07663

January 21, 2016 - Present

MMA SECURITIES LLCCurrent·CRD# 44254

RIA

BD

Park 80 West, Plaza Two 250 Pehle Ave., Suite 400, Saddlebrook, NJ 07663

January 13, 2016 - Present

Past

CITIZENS SECURITIES, INC.Past·CRD# 39550

BD

Kingston, NY

September 10, 2015 - December 7, 2015

CITIZENS SECURITIES, INC.Past·CRD# 39550

RIA

Kingston, NY

May 12, 2015 - December 7, 2015

SENTINEL PENSION ADVISORS, LLC.Past·CRD# 109901

RIA

New York, NY

October 31, 2011 - November 5, 2014

THE INVESTMENT CENTER, INC.Past·CRD# 17839

BD

Bedminster, NJ

May 24, 2006 - December 31, 2006

CHARLES SCHWAB & CO., INC.Past·CRD# 5393

BD

Westlake, TX

February 2, 1998 - November 22, 2004

TD AMERITRADE, INC.Past·CRD# 7870

BD

Omaha, NE

July 13, 1996 - December 16, 1997

EURO-ATLANTIC SECURITIES INC.Past·CRD# 21367

BD

Boca Raton, FL

May 2, 1996 - January 21, 1997

INVESTORS ASSOCIATES, INC.Past·CRD# 958

BD

Hackensack, NJ

March 25, 1996 - May 28, 1996

CORTLANDT CAPITAL CORPORATIONPast·CRD# 25152

BD

New York City, NY

December 15, 1995 - April 3, 1996

TOLUCA PACIFIC SECURITIES CORP.Past·CRD# 13875

BD

Burbank, CA

December 15, 1995 - March 15, 1996

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Current Firm

MS

MMA SECURITIES LLC

CRD#: 44254 / SEC#: 801-100377, 8-50591

RIA

Registered Investment Advisory firm - SEC (7/7/2015 Approved)

Connecticut

Registered Investment Advisory firm - SEC (5/23/2013 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (5/2/2013 Terminated)

BD

Broker-Dealer Firm Regulated by FINRA (New York district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

1166 Avenue Of The Americas, New York, NY 10036

Mailing Address

1166 Avenue Of The Americas, New York, NY 10036

Phone Number

(917) 625-4069

Established

New Jersey since 02/03/1998

Firm Type

Limited Liability Company

Fiscal Year End

December

Firm Size

Medium

# of Employees

211

SEC notice filing (52 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 52 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

MMAS PERSONALIZED ADVISORY SERVICES FIRM BROCHURE 03.2025 (11/6/2026)

MMAS RETIREMENT PLAN SERVICES FIRM BROCHURE 03.2025 (11/6/2026)

MMAS PROSPER WISE FIRM BROCHURE 03.2025 (11/6/2026)

Direct owners and executive officers

Name	Position	CRD#
MARSH AGENCY LLC	OWNER	—
BARTKUS, BRIAN EDWARD	SENIOR SUPERVISORY PRINCIPAL	2827119
BLACKMORE, KIMBERLY LYNN	FINOP, CFO, PFO, POO, AND DIRECTOR	2219307
REID, CRAIG J	PRESIDENT, DIRECTOR	6280558
WEINSTOCK, JUDITH ANN	CHIEF COMPLIANCE OFFICER, CHIEF COUNSEL AND DIRECTOR	8096565

Disclosures

Regulatory Event

3

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The Registered Representative is an employee of Marsh & McLennan Agency LLC ("MMA"), 1166 Avenue of the Americas, New York, NY 10036), an affiliate of MMA Securities LLC. The Registered Representative conducts non-investment related business activities for MMA (e.g. support for its insurance services). These other business activities are not subject to broker-dealer licensing and registration requirements. All MMA Securities LLC activities remain subject to the Firm's supervisory framework.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MS

MMA SECURITIES LLC

CRD#: 44254 / SEC#: 801-100377, 8-50591

RIA

Registered Investment Advisory firm - SEC (7/7/2015 Approved)

Connecticut

Registered Investment Advisory firm - SEC (5/23/2013 Terminated)

New Jersey

Registered Investment Advisory firm - SEC (5/2/2013 Terminated)

BD

Broker-Dealer Firm Regulated by FINRA (New York district office)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.

RR

Alabama
(3/3/2016)

RR

Connecticut
(2/19/2016)

RR

Iowa
(12/13/2016)

RR

Massachusetts
(9/22/2025)

IAR

Massachusetts
(11/10/2025)

IAR

New Jersey
(1/21/2016)

RR

New Jersey
(2/19/2016)

RR

New York
(2/19/2016)

RR

Pennsylvania
(2/19/2016)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.