Adviser and broker representative · MML Investors Services, LLC
Joseph W. Brezden
CRD 1293907 · Newport Beach, CA
At a glance
Joseph W. Brezden is an investment adviser representative with MML Investors Services, LLC in Newport Beach, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2000, about 26 years ago. Joseph is also registered as a broker representative. Designations on file: Chartered Financial Consultant.
Current advisory firm
- MML Investors Services, LLCSince October 2024Newport Beach, CA · $116B in regulatory assets
SEC adviser record
- Registered since
- 2000 (26 years)
- Designations
- Chartered Financial Consultant
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Joseph’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.