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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)19 years in industry

KYLE JAMES CLEARY

Advisor at MML INVESTORS SERVICES, LLC

NEWTOWN SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2cffcf36-ae4d-1259-2796-386ca6f39afc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 12, 2010 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MML INVESTORS SERVICES, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 13, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Consultant
Exams: S66|S63
First exam: Sep 13, 2007
First registration: May 12, 2010
Dual registered: yes, broker-dealer
Other names: KYLE J. CLEARY|KYLE J CLEARY
IAPD individual key: 5096900

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	n/a	yes	NEWTOWN SQUARE, PA	Current employment
NEWSQUARE CAPITAL, LLC	Independent wealth	Dec 2, 2015	Dec 31, 2017	no	NEWTOWN SQUARE, PA	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Jan 2, 2015	Mar 25, 2017	no	NEWTOWN SQUARE, PA	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	May 12, 2010	Jan 2, 2015	no	NEWTOWN SQUARE, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
NEWSQUARE CAPITAL, LLC	MML INVESTORS SERVICES, LLC	Dec 31, 2017	Mar 25, 2017	-281	Bulk transfer	Other
MSI FINANCIAL SERVICES, INC.	NEWSQUARE CAPITAL, LLC	Mar 25, 2017	Dec 2, 2015	-479	Firm change after gap	Other
NEW ENGLAND SECURITIES CORPORATION	MSI FINANCIAL SERVICES, INC.	Jan 2, 2015	Jan 2, 2015	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
14251:152430:PA:2017-03-25	Mar 25, 2017	Dec 2, 2015	NEWTOWN SQUARE, PA	Firm change after gap

Relationships

Registered with (4)

→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: current employment
Mar 25, 2017 to presentfactForm ADV
→ NEWSQUARE CAPITAL, LLCRegistered adviserregistration: previous registration
Dec 2, 2015 to Dec 31, 2017factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Jan 2, 2015 to Mar 25, 2017factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
May 12, 2010 to Jan 2, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2cffcf36-ae4d-1259-2796-386ca6f39afc
First observed: May 12, 2010
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KYLE JAMES CLEARY

Advisor at MML INVESTORS SERVICES, LLC

NEWTOWN SQUARE, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2cffcf36-ae4d-1259-2796-386ca6f39afc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 10:54 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MML INVESTORS SERVICES, LLC

Bd affiliated wealth

Mar 25, 2017

n/a

yes

NEWTOWN SQUARE, PA

Current employment

NEWSQUARE CAPITAL, LLC

Independent wealth

Dec 2, 2015

Dec 31, 2017

NEWTOWN SQUARE, PA

Previous registration

MSI FINANCIAL SERVICES, INC.

Former SEC adviser

Jan 2, 2015

Mar 25, 2017

NEWTOWN SQUARE, PA

Previous registration

NEW ENGLAND SECURITIES CORPORATION

Former SEC adviser

May 12, 2010

Jan 2, 2015

NEWTOWN SQUARE, PA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

NEWSQUARE CAPITAL, LLC

MML INVESTORS SERVICES, LLC

Dec 31, 2017

Mar 25, 2017

-281

Bulk transfer

Other

MSI FINANCIAL SERVICES, INC.

NEWSQUARE CAPITAL, LLC

Mar 25, 2017

Dec 2, 2015

-479

Firm change after gap

Other

NEW ENGLAND SECURITIES CORPORATION

MSI FINANCIAL SERVICES, INC.

Jan 2, 2015

Bulk transfer

Other

Team

Left

Joined

From

Kind

14251:152430:PA:2017-03-25

Mar 25, 2017

Dec 2, 2015

NEWTOWN SQUARE, PA

Firm change after gap