Perry Edmond Brown

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 02/2019
  Raymond James Financial Services, Inc.
  Danbury, CT
• 02/2017 → 10/2019
  Union Savings Bank
  Danbury, CT
• 07/2016 → 02/2017
  Unemployed
  Darien, CT
• 09/2017 → 02/2019
  Raymond James Financial Services Advisors Inc.
  Danbury, CT
• 11/2019 → 11/2021
  Arvest Bank
  Bartlesville, OK
• 01/2020 → 11/2021
  Arvest Wealth Management
  Bartlesville, OK
• 11/2021 → 07/2024
  Valley National Bank
  White Plains, NJ
• 12/2022 → 07/2024
  Valley Financial Management, Inc.
  New York, NJ
• 07/2024 → Present
  Massmutual
  Springfield, MA
• 06/2025 → Present
  Mml Investors Services, Llc
  Litchfield, CT

Previous Registrations

• 2020-01-13 → 2021-11-18
  Arvest Wealth Management
  Bartlesville, OK
• 2017-09-25 → 2019-02-27
  Raymond James Financial Services Advisors, Inc
  Danbury, CT
• 2013-11-19 → 2014-11-25
  J.P. Morgan Private Wealth Advisors Llc
  San Francisco, CA
• 2012-03-22 → 2013-11-21
  Citigroup Global Markets Inc.
  Boca Raton, FL
  West Palm Beach, FL
  Palm Beach, FL
  Miami, FL
  West Palm Beach, FL

Other Businesses

Name of outside activity/business: Litchfield Historical Society Is the business investment-related: No. Address of business: 7 South Street Litchfield, CT 06759 Nature of the other business: History Museum Your position, title, or relationship with the other business: Board Member; Treasurer. Description of your duties relating to the other business: Monthly reporting of entity's financial statements. The start date of your relationship: Summer 2017 - as a member of the Litchfield Historical Society Start date of new position: October 2022 - as Treasurer Approximate number of hours/month you devote to the other business: 4 Approximate number of hours you devote to the business during securities trading hours: 0 Is position compensated: NO If compensated, expected compensation: N/A Is the outside entity or any of its authorized parties a client? NO Please also provide any documents that give color on the organization and your proposed role. For example: a mission statement or website, and / or a charter outlining the position's specific responsibilities with the entity. https://www.litchfieldhistoricalsociety.org/

Exams

• S66 Uniform Combined State Law Examination
  2012-01-14

Designations

• Certified Financial Planner