Clifford Andrew Paulson
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.
- MML Investors Services, LLCMay 2025 to now
- Massmutual Life Insurance CoApr 2025 to now
- Northwestern Mutual Wealth Management CompanyAug 2022 to May 2025
- Northwestern Mutual Life Insurance CompanyJan 2021 to May 2025
- Northwestern Mutual Investment Services LLCOct 2020 to May 2025
- The Cap Media GroupJul 2020 to Oct 2020
- SimulmediaJan 2020 to Jun 2020
- Miroma OutcomesJan 2019 to Dec 2019
- The Cap Media GroupJun 2013 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
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
- 7309642
- Firm CRD
- 10409