David Matthew Brennan
Investment adviser representative at MML Investors Services, LLC
10 yearsExperience
2 statesRegistered in
CFADesignation
$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.
- MML Investors Services, LLCAug 2023 to now
- Massmutual Life Insurance CoAug 2023 to now
- Oxford Financial Group, Ltd.Jul 2022 to Aug 2023
- Ameriprise Financial Services, LLCJan 2020 to Jun 2022
- Getman CorporationMay 2018 to Dec 2019
- Corporate One Federal Credit UnionApr 2017 to May 2018
- Lvm Capital ManagementFeb 2016 to Apr 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (IN, MI).
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
- 7220334
- Firm CRD
- 10409