Kyle Brennan, financial advisor Orlando FL
96 score

Kyle Brennan

CRD Number: 4544795
Current Firm: Mml Investors Services, LLC

Kyle Brennan (CRD# 4544795) is an Investment Advisor Representative working at Mml Investors Services, LLC in Orlando, FL and has over 15 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Mml Investors Services, LLC Orlando, FL Mar 2017 - Current 1
Massachusetts Mutual Life Insurance Company Springfield, MA Jul 2016 - Current 1
Metlife Securities Orlando, FL Aug 2014 - Mar 2017 2
The Gabor Agency, Inc. Tallahassee, FL Aug 2010 - Aug 2014 4
Symetra Investment Services, Inc. Bellevue, WA Aug 2010 - Aug 2014 4
Chase Investment Services Corp Casselberry, FL Jul 2009 - Jul 2010 1
Metlife Resources Williamsville, NY Jan 2006 - Jul 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2002
Contact Info for Kyle S. Brennan
Phone Number: (413)737-8400
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    25,618
    MILLIONS
  • Total Number of Accounts
    157,759
    ACCOUNTS
  • Average Account Value
    $162,387
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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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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