Bryan Russell Gratton

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

• 04/2015 → Present
  Massmutual Life Insurance Co
  Beaver Falls, PA
• 05/2015 → Present
  Mml Investors Services, Llc
  Beaver Falls, PA

Other Businesses

(1)NAME:THE KERR AGENCY INC, INV REL: Y ADDR:110 BLACKHAWK RD BEAVER FALLS PA, NATURE:LIFE, PROPERTY/CASUALTY, HEALTH, GROUP LIFE, GROUP HEALTH, POSITION:SALES/AGENT, START:4/30/2015, NO HR/MO:5 NO HR/MO DUR TRADING:5. (2)NAME: GRATTON & KERR FINANCIAL GROUP LLC, INV REL: Y ADDR: 110 BLACKHAWK RD, BEAVER FALLS PA 15010, NATURE: PROVIDE INSURANCE, ADVISORY AND FINANCIAL SERVICES TO CLIENTS,POSITION: OWNER, START: 10/31/2022, NO HR/MO: 20 NO HR/MO DUR TRADING: 20, DUTIES: PROVIDING INSURANCE, ADVISORY AND FINANCIAL SERVICES TO CLIENTS. (3)NAME: GRATTON HOLDINGS LLC, INV REL: Y ADDR:547 BEAVER STREET EXT, MARS PA 16046, NATURE:RENTAL INCOME, POSITION: OWNER, START: 7/1/2024, NO HR/MO: 2 NO HR/MO DUR TRADING:2 DUTIES: LANDLORD.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-06-23
• S63 Uniform Securities Agent State Law Examination
  2015-06-02