Cory H Clair

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

• 11/2012 → Present
  Massmutual Life Insurance Company
  Miami Beach, FL
• 02/2013 → Present
  Mml Investors Services Llc
  Coral Gables, FL
• 12/2018 → Present
  C Wealth Solutions
  Coral Gables, FL

Other Businesses

(1)NAME: C WEALTH SOLUTIONS INV REL: Y ADD: 2100 PONCE DE LEON BLVD, SUITE 600, CORAL GABLES, FL 33134 NATURE: OUTSIDE INSURANCE POSITION: AGENT START DATE: 12/01/2018 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 1 DESCRIBE DUTIES: LIFE, DISABILITY, LONG-TERM CARE, FIXED ANNUITIES, HEALTH (2)NAME: C WEALTH SOLUTIONS LLC INV REL: Y ADD: AT RESIDENTIAL ADDRESS NATURE/DUTIES: OWNER OF SHELL LLC CREATED FOR TAX PURPOSES POSITION: OWNER START DATE: 09/08/2025 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-03-30
• S63 Uniform Securities Agent State Law Examination
  2010-06-21