PB
CFP
PB
CFP

Perry Brown

19 Years of Experience
Litchfield, CT
Broker

Perry Brown is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Litchfield, CT, with 19 years of industry experience. Perry 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

Litchfield, CT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
MML Investors Services, LLC
July 2025 - Present · 1 yr 3 mos
MML Investors Services, LLC
July 2025 - Present · 1 yr 3 mos
MML Investors Services, LLCBroker
July 2025 - Present · 1 yr 3 mos
Previous Registrations
Valley Financial Management, INC.Broker
December 2022 - July 2024 · 1 yr 7 mos
Arvest Wealth Management
January 2020 - November 2021 · 1 yr 10 mos
Arvest Wealth ManagementBroker
January 2020 - November 2021 · 1 yr 10 mos
Raymond James Financial Services Advisors, INC
September 2017 - February 2019 · 1 yr 5 mos
Raymond James Financial Services, INC.Broker
September 2017 - February 2019 · 1 yr 5 mos
J.P. Morgan Securities LLCBroker
January 2015 - August 2016 · 1 yr 7 mos
First Republic Investment Management, INC.
November 2013 - November 2014 · 1 yr
First Republic Securities Company, LLCBroker
November 2013 - November 2014 · 1 yr
Citigroup Global Markets INC.
March 2012 - November 2013 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
August 2011 - November 2013 · 2 yrs 3 mos
Northern Trust Securities, INC.Broker
April 2003 - July 2011 · 8 yrs 3 mos
State Registrations1 state
CT
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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