Skip to content

Miles Peterson

Investment adviser representative at MML Investors Services, LLC
13 yearsExperience
1 stateRegistered in
$115.6BFirm assets
33 yearsFirm in business

Are you Miles Peterson? Claim your profile

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.

  1. Massmutual Life Insurance CompanyMay 2026 to now
  2. MML Investors Services, LLCMay 2026 to now
  3. AlgoleafMay 2023 to now
  4. Equitable AdvisorsMay 2025 to May 2026
  5. Chain ReactionOct 2022 to Mar 2024
  6. Ami EnterprisesAug 2022 to May 2023
  7. Vintage KingFeb 2019 to Aug 2022
  8. Guitar CenterNov 2013 to Feb 2019

Exams passed

  • Series 66 · Uniform Combined State Law2025

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
8066862
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
CallContact this firm