Sang
Gao

Mml Investors Services, LLC

CRD#5542374
Investment Advisor
in Phoenix, AZ

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About this Advisor

Sang Gao is a financial advisor operating in Phoenix, Arizona, who has been in the financial industry for 10 years. Gao currently works for Mml Investors Services, LLC. During their career, Gao has held roles at Usaa Financial Advisors, Inc, Usaa Life Insurance Company, Wells Fargo Bank Na, Wells Fargo Advisors LLC, Full Time Cfa Student, Transperfect Remote Interpreting, Edward Jones, Mml Investors Services, LLC and Massachusetts Mutual Life Insurance Company. Gao has Series 63 and Series 66 licenses, designating them as a securities representative, and is registered to operate in Arizona. Mml Investors Services, LLC is a registered investment business that has its headquarters in Phoenix, Arizona. The investment advisory business has offices in 1,335 locations and a total of 7,471 advisors. It manages $40 billion in assets under management among its 206,878 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 254 charities and foundations. Mml Investors Services, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advice typically depend on which services the firm provides the client. However, fee types billed by Mml Investors Services, LLC may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

10 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Disclosures

No

Office Location

11001 North 25Th Avenue
Phoenix, AZ 85029

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

AZ Average: $16,012,751,954
Total Number of Employees

7,471

AZ Average: 118
Total Number of Accounts

206,878

AZ Average: 4,567
Average Account Size

$191,239

AZ Average: $3,506,186

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Sang Gao Work History

Sang has 10 years of experience.

2017 - Present (4 years)

Mml Investors Services, LLC

2017 - Present (4 years)

Massachusetts Mutual Life Insurance Company

2016 - 2017 (1 year)

Edward Jones

2015 - 2017 (2 years)

Transperfect Remote Interpreting

2014 - 2014 (< 1 year)

Full Time Cfa Student

2012 - 2014 (2 years)

Wells Fargo Bank Na

2012 - 2014 (2 years)

Wells Fargo Advisors LLC

2011 - 2012 (1 year)

Usaa Financial Advisors, Inc

2011 - 2012 (1 year)

Usaa Life Insurance Company

Disclosures

Sang Gao has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Michael Hanna
New York, NY
Stephen Warren
Atlanta, GA
Kathryn Fitzgerald
Walnut Creek, CA
Jason Braunstein
Paramus, NJ
Jeffrey Slavich
Center Valley, PA
Ronald Mead
Kingston, PA
Joshua Mansavage
Rockford, IL
Bryan Bonisteel
Rochester, NY

This content was compiled from the SEC and FINRA.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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