Miles Peterson
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 CompanyMay 2026 to now
- MML Investors Services, LLCMay 2026 to now
- AlgoleafMay 2023 to now
- Equitable AdvisorsMay 2025 to May 2026
- Chain ReactionOct 2022 to Mar 2024
- Ami EnterprisesAug 2022 to May 2023
- Vintage KingFeb 2019 to Aug 2022
- 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