William Joseph Peartree
Investment adviser representative at Mma Securities LLC
17 yearsExperience
6 statesRegistered in
$0Firm assets
11 yearsFirm in business
Are you William Joseph Peartree? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Pension consulting
- Seminars and workshops
Experience
17 years in the industry.
- Mma Securities LLCSep 2015 to now
- Marsh & Mclennan AgencyFeb 2014 to now
- Sagepoint Financial, Inc.Jan 2009 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 6 states (AZ, CA, CO, FL, IL, IN).
Mma Securities LLC
$0Assets managed
10,839Clients
153Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1789980
- Firm CRD
- 44254