Andrew Coe Cleary

Current Employers

Employment History

• 01/2015 → 03/2017
  Metlife Securities Inc.
  Wellesley, MA
• 07/2016 → Present
  Massachusetts Mutual Life Insurance Company
  Needham, MA
• 03/2017 → Present
  Mml Investors Services, Llc
  Needham, MA

Previous Registrations

• 2011-01-04 → 2018-04-05
  Mariner
  Overland Park,, KS

Other Businesses

(1)Name: Andrew Cleary Inv rel: Y Add: 140 Kendrick Street, Building C, 3rd Floor East, Needham, MA 02494 Nature: Property/Casualty, Individual and Group life, Individual and Group health. Group Disability Position: Agent Start date: 07/01/2008 No. HR/MO: 5 No. HR/MO during sec trading: 5 Describe duties: Property/Casualty, individual and group life, individual and group health. Group Disability. (2) Name: Trustee Services Inv rel: Y Add: At Residential Address Nature: Trustee Position: Trustee Start date: 06/08/2020 No. HR/MO: 1 No. HR/MO during sec trading: 0 (3)Name: SFP Wealth, LLC Inv rel: Y Add: 140 Kendrick Street, Building C, 3rd Floor East, Needham, MA 02494 Nature: LLC Established for Company Business; Marketing Name/DBA Position: Co-Owner/Owner/Member LLC Start date: 01/01/2012 No. HR/MO: 10 No. HR/MO during sec trading: 0 Describe duties: Managing LLC Administrative Filings (4)Name: Commonwealth Tax and Accounting Inv rel: Y Add: 859 Willard St, Ste 400, Quincy, MA 02169 Nature: Tax and Accounting Position: Member Start date: 11/01/2024 No. HR/MO: 2 No. HR/MO during sec trading: 2 Describe duties: Management of business decisions with our joint venture partner. (5)Name: Port Clear Health LLC Inv Rel: Y Add: One Marina Park Drive, 16th Floor Boston, MA 02210 Nature/Duties: Manager/Owner of LLC for various group benefits and other fixed insurance products Position: Manager/Owner Start Date: 09/17/2024 No. HR/MO: 1 No. HR/MO during sec trading: 1 (6)Name: Baystate Financial LLC lnv rel: Y Add: One Marina Park Drive, 16th Floor, Boston, MA 02210 Nature: LLC used to run financial service business Position: Majority Partner Start date: 01/05/2026 No. HR/MO: 1 No. HR/MO during sec trading: 1

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-04-05
• S63 Uniform Securities Agent State Law Examination
  2005-07-22

Designations

Other Names

• Andrew Cleary