Samuel Eppy
Samuel Eppy is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Boca Raton, FL, with 10 years of industry experience. Samuel 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
197 S Federal Hwy, Ste 200, Boca Raton, FL, 33432
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Regulatory History
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 ActivitiesSells Insurance
Samuel sells life, fixed annuities, disability, long-term care, and health insurance as an agent for Eppy Group, dedicating about 10-20% of his time. He also has roles in Sons of Bossess LLC, Sam Eppy Group, Eppy Holdings LLC, and Eppy Brothers LLC.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
State Registrations19 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.
Exams
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