BB
CFP
BB
CFP

Brian Bossman

13 Years of Experience
Medfield, MA
Broker

Brian Bossman is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Medfield, MA, with 13 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

Medfield, MA

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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
January 2025 - Present · 1 yr 9 mos
MML Investors Services, LLC
October 2024 - Present · 2 yrs
MML Investors Services, LLCBroker
October 2024 - Present · 2 yrs
Previous Registrations
Park Avenue Securities LLC
June 2024 - September 2024 · 3 mos
Park Avenue Securities LLCBroker
May 2024 - September 2024 · 4 mos
Citizens Securities, INC.
August 2023 - May 2024 · 9 mos
Citizens Securities, INC.Broker
August 2023 - May 2024 · 9 mos
MML Investors Services, LLCBroker
March 2017 - August 2023 · 6 yrs 5 mos
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
December 2012 - January 2015 · 2 yrs 1 mo
State Registrations2 states
CTMA
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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