PB
CFP
PB
CFP

Paula Brancato

22 Years of Experience
Boynton Beach, FL
BrokerSells Insurance

Paula Brancato is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Boynton Beach, FL, with 22 years of industry experience. Paula 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

Boynton Beach, FL

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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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Other Business ActivitiesSells Insurance

Paula is a non-executive director, strategic planning consultant, creative writer/editor/publisher, actress, and rental property owner. She also works as an insurance broker selling various insurance products, dedicating minimal time to this activity.

Employment History
Current Registrations
MML Investors Services, LLC
February 2018 - Present · 8 yrs 8 mos
MML Investors Services, LLC
July 2017 - Present · 9 yrs 3 mos
MML Investors Services, LLCBroker
July 2017 - Present · 9 yrs 3 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
January 2013 - July 2017 · 4 yrs 6 mos
Northwestern Mutual Investment Services, LLCBroker
November 2009 - July 2017 · 7 yrs 8 mos
Alpha Omega Capital Securities, LLCBroker
January 2009 - October 2009 · 9 mos
The Equitable Life Assurance Society of the United StatesBroker
April 1990 - November 1992 · 2 yrs 7 mos
Morgan Stanley Market Products INC.Broker
July 1987 - March 1988 · 8 mos
Morgan Stanley & CO., IncorporatedBroker
October 1985 - March 1988 · 2 yrs 5 mos
State Registrations23 states
CACTDCFLGAILLAMAMEMIMNMONJNYOHOKPAPRSCTXUTVTWA
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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