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Sharon Perhac

MML Investors Services, LLC
40 Years of Experience
Scottsdale, AZ
1 DisclosureBroker
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Sharon Perhac is a registered investment advisor at MML Investors Services, LLC, based in Scottsdale, AZ, with 40 years of industry experience. Sharon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

MML Investors Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

4900 North Scottsdale Road, Suite 4000, Scottsdale, AZ, 85251

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1992
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
MML Investors Services, LLCBroker
July 2023 - Present · 3 yrs 3 mos
MML Investors Services, LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2020 - April 2023 · 2 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2020 - April 2023 · 2 yrs 5 mos
Wells Fargo Clearing Services, LLC
November 2012 - November 2020 · 8 yrs
Wells Fargo Clearing Services, LLCBroker
November 2012 - November 2020 · 8 yrs
Morgan Stanley
April 2011 - October 2012 · 1 yr 6 mos
Morgan StanleyBroker
April 2011 - October 2012 · 1 yr 6 mos
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
June 1995 - April 2007 · 11 yrs 10 mos
Morgan Stanley Dw INC.Broker
October 1992 - April 2007 · 14 yrs 6 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
January 1983 - July 1991 · 8 yrs 6 mos
State Registrations5 states
AZCACTNYPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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