Brandon Sheh, financial advisor Warren NJ

Brandon Sheh

CRD Number: 7073666
Current Firm: Mml Investors Services, LLC

Brandon Sheh (CRD# 7073666) is an Investment Advisor Representative working at Mml Investors Services, LLC in Warren, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Warren, NJ Apr 2019 - Current 5
Mass Mutual Life Insurance Company Warren, NJ Dec 2018 - Current 5
Branchburg Sports Complex Branchburg, NJ Sep 2011 - Sep 2018 7
New Jersey City University Jersey City, NJ Sep 2015 - May 2017 1
Middlesex County College Edison, NJ Sep 2013 - May 2015 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Brandon M. Sheh
Phone Number: (413)737-8400
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    72,828
    MILLIONS
  • Total Number of Accounts
    351,645
    ACCOUNTS
  • Average Account Value
    $207,106
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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