Samuel Pugh
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
10 years in the industry.
- Massmutual Life Insurance CompanyJul 2026 to now
- MML Investors Services, LLCJul 2026 to now
- Recapture ArtJan 2019 to now
- Northwestern Mutual Investment Services LLCJan 2020 to Jul 2026
- Blue Fire LeadsMay 2019 to Aug 2019
- Langschwager RemodelingJun 2018 to Dec 2018
- StudentDec 2017 to May 2020
- Lds MissionJan 2016 to Dec 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (UT).
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
- 7180563
- Firm CRD
- 10409