Mengning
Zhou

Mml Investors Services, LLC

CRD#6599937
Investment Advisor
in Fremont, CA

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About this Advisor

Mengning Zhou is an investment advisor located in Fremont, California. Currently a registered advisor with Mml Investors Services, LLC, Zhou has 10 years of practice in the financial advisory industry. Zhou has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Zhou can act as a financial advisor in California. Over the course of their career, Zhou has held roles at Biovision, Massmutual Life Insurance Co, Mml Investor Services, LLC and Atila Biosystems. Mml Investors Services, LLC is based out of Fremont, California, and operates out of 1,335 other brick-and-mortar locations throughout the country. In total, Mml Investors Services, LLC manages $40 billion in assets covering 206,878 accounts and employs more than 7,471 people. The firm's total assets under management places it among the biggest financial advisory firms in the nation. The firm manages 64,820 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 206,878 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Mml Investors Services, LLC offers 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

2201 Walnut Ave Suite 380
Fremont, CA 94538

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

CA Average: 118
Total Number of Accounts

206,878

CA Average: 4,567
Average Account Size

$191,239

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

Mengning Zhou Work History

Mengning has 10 years of experience.

2016 - Present (5 years)

Mml Investor Services, LLC

2015 - Present (6 years)

Massmutual Life Insurance Co

2014 - 2015 (1 year)

Biovision

2010 - 2014 (4 years)

Atila Biosystems

Disclosures

Mengning Zhou has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

William Creeden
Charleston, SC
Leann Price
Seattle, WA
Drew Catanese
Tampa, FL
Hunter Trotter
Newtown Square, PA
Stephen Niple
Cleveland, OH
William Heaney
New Bedford, MA
April Romero
Virginia Beach, VA
Phillip Bacon
Columbia, MO

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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