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Samuel Franklin Perry

Investment adviser representative at MML Investors Services, LLC
11 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

11 years in the industry.

  1. MML Investors Services, LLCDec 2025 to now
  2. Capo Restaurant & Supper ClubNov 2025 to now
  3. Massmutual Life Insurance CoJun 2025 to now
  4. Capo Restaurant & Supper ClubJul 2024 to Jan 2025
  5. Centre Realty GroupJun 2024 to Aug 2024
  6. Tom's Party StoreAug 2023 to Jun 2025
  7. Bayside Distibution, LLCMay 2022 to Jan 2024
  8. Ocean GamingMay 2021 to Jan 2022
  9. Exeter Bowling LanesSep 2018 to Sep 2022
  10. UnemployedJan 2015 to Sep 2018

Exams passed

  • Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 1 state (NH).

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
8194400
Firm CRD
10409
Advisor's SEC record (opens in a new tab)
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