Kyle Murrell Mcburney

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

• 08/2016 → 05/2020
  Bank Of New York Mellon
  Boston, MA
• 05/2020 → Present
  Mml Investors Services, Llc
  Boston, MA
• 04/2020 → Present
  Mass Mutual Life Insurance Company
  Boston, MA

Previous Registrations

• 2015-12-04 → 2016-08-25
  Stifel, Nicolaus & Company, Incorporated
  Washington, DC
• 2013-02-15 → 2015-12-04
  Barclays Capital Inc.
  Washington, DC
  New York, NY
• 2010-07-20 → 2013-03-01
  Morgan Stanley
  Washington, DC

Other Businesses

NAME: HIGHLAND PEAK WEALTH, INC. INV REL: N ADD: 280 CONGRESS STREET, SUITE 1300, BOSTON, MA 02210 NATURE: PERSONAL INC. FOR MMLIS BUSINESS POSITION: MANAGING PARTNER START DATE: 02/15/2024 NO. HR/MO: 40 NO. HR/MO DURING SEC TRADING: 40 DESCRIBE DUTIES: THIS IS THE DBA OF OUR MMLIS BUSINESS ADVISORY BUSINESS. WE WORK WITH CLIENTS TO MANAGE THEIR INVESTMENTS PORTFOLIO

Exams

• S66 Uniform Combined State Law Examination
  2020-07-21

Designations

• Certified Financial Planner