Brandan Chasteen

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 → 01/2021
  Edward Jones
  Brentwood, TN
• 05/2003 → 10/2017
  United States Army
  Fort Campbell, KY
• 07/2017 → 09/2017
  Uber
  Nashville, TN
• 01/2021 → 07/2024
  Lpl Financial, Llc
  Franklin, TN
• 01/2021 → 07/2024
  Private Advisor Group, Llc
  Franklin, TN
• 07/2024 → Present
  Massmutual Life Insurance Company
  Brentwood, TN
• 07/2024 → Present
  Mml Investors Services, Llc
  Brentwood, TN

Previous Registrations

• 2021-01-20 → 2024-07-23
  Private Advisor Group, Llc
  Morristown, NJ
  Franklin, TN
  Franklin, TN
• 2017-11-13 → 2021-01-21
  Edward Jones
  Brentwood, TN
  Nashville, TN
  St Louis, MO

Other Businesses

(1) NAME: HARPETH WEALTH PARTNERS-DBA 3 PILLARS GROWTH INV REL: Y ADD: 10 CADILLAC DR SUITE 300 BRENTWOOD TN 37027 NATURE: FAITH BASED PROFESSIONAL DEVELOPMENT FOR LEADERS IN THE MARKET PLACE POSITION: OWNER START DATE: 1/19/2021 NO. HR/MO: 20 NO. HR/MO DURING SEC TRADING: 0 DUITES: I DEVELOPE FAITH BASED CENTERED LEADERS TO BE IMPACTFUL IN THEIR PROFESSION WHILE ENHANCING THEIR FAITH AND LEADING FROM A PLACE OF ALIGNED VALUES (2) NAME: SOLSTICE PSYCHIATRY LLC INV REL: N ADD: 1604 WESTGATE CIR, STE 150, BRENTWOOD, TN 37027 NATURE: MENTAL HEALTH SERVICES POSITION: MEMBER START DATE: 01/01/2024 NO. HR/MO: 0 NO. HR/MO DURING SEC TRADING: 0 DUTIES: I DO NOT WORK IN THE BUSINESS OR TAKE ANY PART OF MANAGING THE BUSINESS.

Exams

• S66 Uniform Combined State Law Examination
  2017-11-08

Designations

• Certified Financial Planner

Other Names

• Brandan Michael Chasteen