Brett Skloff, financial advisor Boston MA

Brett Skloff

CRD Number: 6682391
Current Firm: Mml Investors Services, LLC

Brett Skloff (CRD# 6682391) is an Investment Advisor Representative working at Mml Investors Services, LLC in Boston, MA and has over 4 years of experience in the finance industry. Brett Skloff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Boston, MA May 2019 - Current 2
Mass Mutual Life Insurance Company Boston, MA May 2019 - Current 2
Ubs Financial Services New York, NY May 2017 - May 2019 2
Putnam Retail Management Andover, MA Sep 2016 - Apr 2017 < 1
Commonwealth Financial Group/ Massmutual Boston, MA Jun 2016 - Aug 2016 < 1
Indiana University Bloomington, IN Sep 2012 - May 2016 3
Fiat Chrysler Automobiles Tappan, NY Jun 2015 - Aug 2015 < 1
Fiat Chrysler Automobiles Auburn Hills, MI Jun 2014 - Aug 2014 < 1
Commonwealth Financial Group Boston, MA Jun 2013 - Aug 2013 < 1
Graphic Connections Sudbury, MA Jun 2012 - Aug 2012 < 1
Lincoln-sudbury Regional High School Sudbury, MA Sep 2007 - May 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2017
S66 NASAA Uniform Combined State Law Examination Jun 2017
Contact Info for Brett L. Skloff
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    49,002
    MILLIONS
  • Total Number of Accounts
    252,369
    ACCOUNTS
  • Average Account Value
    $194,169
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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