Brett
Norton

Mml Investors Services, LLC

CRD#6069059
Investment Advisor
in New York, NY

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About this Advisor

Brett Norton is a financial advisor based in New York, New York, working with Mml Investors Services, LLC. Brett has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Alexander Bierce, Adam Gilson, Lenox Advisors, Inc, Mass Mutual Life Insurance Company, and Mml Investor Services, LLC. Brett has passed the Series 63 regulatory exam and is registered to provide services in New Jersey, New York, and Texas. Currently, Brett is part of Mml Investors Services, LLC, which operates out of New York, New York. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

90 Park Ave 17Th Fl
New York, NY 10016

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

NY Average: $16,012,751,954
Total Number of Employees

7,130

NY Average: 118
Total Number of Accounts

351,645

NY Average: 4,567
Average Account Size

$207,106

NY Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Brett Norton Work History

2016 - Present (8 years)

Mml Investor Services, LLC

2015 - Present (9 years)

Lenox Advisors, Inc

2015 - Present (9 years)

Mass Mutual Life Insurance Company

2014 - 2014 (< 1 year)

Northwestern Mutual Life Insurance Company

2014 - 2014 (< 1 year)

Northwestern Mutual Investment Services LLC

2014 - 2014 (< 1 year)

Alexander Bierce

2014 - 2014 (< 1 year)

Adam Gilson

Disclosures

Please visit the SEC profile of Brett Norton to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Shaun Bernstein
New York, NY
Kannan Akins
Franklin, TN
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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