BU
CFP
BU
CFP

Brian Urciuoli

20 Years of Experience
Scottsdale, AZ
Broker

Brian Urciuoli is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Scottsdale, AZ, with 20 years of industry experience. Brian 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

4900 North Scottsdale Road, Suite 4000, Scottsdale, AZ, 85251

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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
October 2024 - Present · 2 yrs
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.Broker
May 2008 - March 2017 · 8 yrs 10 mos
Ameriprise Financial Services, INC.Broker
January 2007 - June 2008 · 1 yr 5 mos
Morgan Stanley Dw INC.Broker
October 2004 - March 2005 · 5 mos
State Registrations37 states
ALARAZCACOCTDCDEFLGAHIIAILINKSMAMDMIMNMOMTNCNJNMNVNYOHORPASCTNTXUTVAWAWIWY
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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