TrueAdvisor
TrueAdvisor
KB
ChFC
KB
ChFC

Kyle Brennan

MML Investors Services, LLC
24 Years of Experience
Orlando, FL
Broker
View SEC Summary
View SEC Summary

Kyle Brennan is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Orlando, FL, with 24 years of industry experience. Kyle 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.

View Full SEC Brochure

Location

301 East Pine Street, Suite 800, Orlando, FL, 32801

Get directions

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.

Learn about disclosures →
Other Business Activities

Kyle is a landlord for a rental property since 2022. He spends minimal time maintaining the property, collecting rent, and paying bills.

Employment History
Current Registrations
MML Investors Services, LLC
March 2017 - Present · 9 yrs 7 mos
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.
September 2014 - March 2017 · 2 yrs 6 mos
Msi Financial Services, INC.Broker
August 2014 - March 2017 · 2 yrs 7 mos
Signator Financial Services, INC.
September 2010 - July 2014 · 3 yrs 10 mos
Signator Financial Services, INC.Broker
August 2010 - July 2014 · 3 yrs 11 mos
Chase Investment Services CORP.
September 2009 - July 2010 · 10 mos
Chase Investment Services CORP.Broker
July 2009 - July 2010 · 1 yr
Metlife Securities INC.Broker
November 2005 - July 2009 · 3 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
November 2005 - July 2007 · 1 yr 8 mos
Citistreet Equities LLCBroker
November 2002 - December 2005 · 3 yrs 1 mo
Waddell & Reed, INC.Broker
July 2002 - November 2002 · 4 mos
State Registrations13 states
AZCACOFLGAILNCNJNYOHOKPAVA
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.
More Advisors
More financial advisors in Orlando, FL →All financial advisors in Florida →