Brad Martin
Brad Martin is a registered investment advisor at MML Investors Services, LLC, based in Colchester, VT, with 24 years of industry experience. Brad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 392,809 clients with $90B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MML Investors Services manages investment menus for retirement plans and offers a managed account service for participants.
For the overall plan, MMLIS selects and monitors investment options. For participants using the managed account service, fees are charged quarterly, up to a maximum of 0.60% per year of the account value. MMLIS receives 0.10% of this fee, with the remainder going to Morningstar and the recordkeeper. The exact fees vary by recordkeeper and whether the service is a Qualified Default Investment Alternative.
Location
302 Mountain View Drive, Suite 201, Colchester, VT, 05446
Get directionsHistory
Regulatory History (2)
Investigation
July 2025Criminal
July 2004Other Business ActivitiesSells Insurance
Brad is an agent selling individual life, health, group life, and group health insurance since 2005, dedicating minimal time to this. He also serves on the Prudential Committee for the Colchester Water Department, spending minimal time on this role as well.
Employment History
Current Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
Esi Financial Advisors
Equity Services, INC.Broker
MML Investors Services, INC.Broker
The Advisors Group, INC.Broker
Equity Services, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations27 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.