Chase
Skistimas

Mml Investors Services, LLC

CRD#6204797
Investment Advisor
in Newport Beach, CA

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About this Advisor

Chase Skistimas is a financial advisor based in Newport Beach, California, who has been in the financial industry for 12 years. Skistimas currently works for Mml Investors Services, LLC. Skistimas has gained experience at Infogiant Inc, Mutual Of Omaha Investor Services, Mutual Of Omaha, Massmutual Life Insurance Company and Mml Investors Services, LLC. Skistimas has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. Mml Investors Services, LLC is a registered investment firm that has its headquarters in Newport Beach, California. The investment advisory business has offices in 1,155 locations and a total of 7,620 people on staff. It handles $63 billion in assets under management across its 287,089 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 384 charitable organizations. The firm has a number of services, such as 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 charged by financial advisors typically are based on which services the firm provides the client. However, fee types billed by Mml Investors Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

12 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

4695 Macarthur Court Suite 1000
Newport Beach, CA 92660

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

CA Average: 118
Total Number of Accounts

287,089

CA Average: 4,567
Average Account Size

$219,257

CA 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

Chase Skistimas Work History

Chase has 12 years of experience.

2017 - Present (5 years)

Massmutual Life Insurance Company

2017 - Present (5 years)

Mml Investors Services, LLC

2013 - 2017 (4 years)

Mutual Of Omaha Investor Services

2012 - 2017 (5 years)

Mutual Of Omaha

2010 - 2013 (3 years)

Infogiant Inc

Disclosures

Chase Skistimas has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Annie Lam
Downers Grove, IL
Anthony Colunga
Houston, TX
Robert Zinn
Scottsdale, AZ
Daniel Mckeever
Lancaster, PA
Britany Enelow
Trenton, NJ
David Olson
Seattle, WA
Pedro Lugo
Orlando, FL
Earl Muse
Chattanooga, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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