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Bryan Rosen

Investment adviser representative at MML Investors Services, LLC
21 yearsExperience
3 statesRegistered in
ChFC®, CFP® certificationDesignations
$115.6BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

21 years in the industry.

  1. Massmutual Life Insurance CoMar 2017 to now
  2. MML Investors Services, LLCMar 2017 to now
  3. Metlife Securities Inc.Jul 2005 to Mar 2017
  4. Metropolitan Life Insurance CompanyJul 2005 to Mar 2017

Designations

  • ChFC®
  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 65 · Uniform Investment Adviser Law2006

State registrations

Registered as an investment adviser representative in 3 states (CT, NY, TX).

MML Investors Services, LLC

$115.6BAssets managed
454,836Clients
5,087Advisers
33 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
4997044
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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