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Daniel Bravo

28 Years of Experience
Cleveland, OH
1 DisclosureBrokerSells Insurance

Daniel Bravo is a registered investment advisor at MML Investors Services, LLC, based in Cleveland, OH, with 28 years of industry experience. Daniel 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
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

1956 Carter Road, Suite 200, Cleveland, OH, 44113

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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
January 2003
Denied
Other Business ActivitiesSells Insurance

Daniel sells individual life, traditional life, long-term care, disability income, and fixed annuity insurance, dedicating a few hours per week to this activity. He also serves as President for NAIFA Cleveland, spending minimal time on this role.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.
July 2005 - March 2017 · 11 yrs 8 mos
Msi Financial Services, INC.Broker
May 1998 - March 2017 · 18 yrs 10 mos
Metropolitan Life Insurance CompanyBroker
May 1998 - July 2007 · 9 yrs 2 mos
State Registrations2 states
FLOH
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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