Bryan Greenleaf (CRD# 6417485) is an Investment Advisor Representative working at Mml Investors Services, LLC in Holyoke, MA and has over 5 years of experience in the finance industry.
CRD# 2756063
Advice And Planning Services
CRD# 4385290
Lpl Financial LLC
CRD# 2093525
Integrated Wealth Concepts LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Mml Investors Services, LLC | Holyoke, MA | Mar 2024 - Current | < 1 |
| Massmutual Life Insurance Co | Holyoke, MA | Mar 2024 - Current | < 1 |
| St. Germain Investments | Northampton, MA | Aug 2021 - Mar 2024 | 2 |
| St. Germain Investment Management | Northampton, MA | Aug 2021 - Mar 2024 | 2 |
| St. Germain Securities, Inc. | Northampton, MA | Aug 2021 - Mar 2024 | 2 |
| Massmutual Life Insurance Co | Springfield, MA | Oct 2018 - May 2021 | 2 |
| Mml Investors Services, LLC | Springfield, MA | Oct 2018 - May 2021 | 2 |
| Ubs Financial Services Inc. | New London, CT | Nov 2014 - Sep 2018 | 3 |
| Pirate Pedicab | Newport, RI | May 2013 - Nov 2014 | 1 |
| Atlantic Health And Fitness | Tiverton, RI | Dec 2013 - May 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
- CT
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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
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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