Brendan Osullivan
Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 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.
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
13 years in the industry.
- Massmutual Life Insurance CoSep 2023 to now
- MML Investors Services, LLCSep 2023 to now
- Coca Cola Consolidated Inc.Jan 2022 to Sep 2023
- Maclean Power SystemsAug 2020 to Jan 2022
- UnemployedMay 2020 to Aug 2020
- L. Knife & SonsMay 2019 to Aug 2019
- Commonwealth Financial GroupJun 2018 to Feb 2019
- Clemson UniversityAug 2017 to May 2020
- The VoyageMay 2017 to Aug 2017
- Saint Anselm CollegeAug 2016 to May 2017
- Olympia SportsApr 2013 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 6970986
- Firm CRD
- 10409