Stephen Perry Sample
Investment adviser representative at Mma Securities LLC
11 yearsExperience
1 stateRegistered in
$0Firm assets
11 yearsFirm in business
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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
11 years in the industry.
- Mma Securities LLCApr 2026 to now
- Marsh Mclennan AgencyApr 2026 to now
- John HancockAug 2015 to Apr 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 6553793
- Firm CRD
- 44254