CP
CP

Clifford Paulson

4 Years of Experience
West Hartford, CT
1 DisclosureBroker

Clifford Paulson is a registered investment advisor at MML Investors Services, LLC, based in West Hartford, CT, with 4 years of industry experience. Clifford 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

65 Lasalle Road, Suite 200 & 316, West Hartford, CT, 06107

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History

Regulatory History (1)
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Judgment / Lien
January 2024
Employment History
Current Registrations
MML Investors Services, LLC
February 2026 - Present · 8 mos
MML Investors Services, LLC
May 2025 - Present · 1 yr 5 mos
MML Investors Services, LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2021 - June 2025 · 3 yrs 8 mos
State Registrations5 states
CTFLMANYSC
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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