Alan Silverman
Alan Silverman is a CFP, ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Newburyport, MA, with 37 years of industry experience. Alan 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.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
19 Market Square, Newburyport, MA, 01950
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2020Customer Dispute
January 2012Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Alan is an insurance agent specializing in outside insurance and long-term care, dedicating minimal time to this activity. He is also the manager of Clipper City Financial, LLC, an entity created to manage operating expenses, spending minimal time on administrative duties and recordkeeping.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Baystate Wealth Management
Msi Financial Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations21 states
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
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