Michael
Stern

Mml Investors Services, LLC

CRD#5936250
Investment Advisor
in Los Angeles, CA
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About this Advisor

Michael Stern is a certified financial planner and personal financial specialist operating out of Los Angeles, California, who has 11 years of work experience. Stern currently works for Mml Investors Services, LLC. Over the course of their career, they have held roles at Mass Mutual Life Insurance Company, Mml Investor Services, The Prudential Insurance Company Of America, Pruco Securities LLC and Massachusetts Mutual Life Insurance Company. Stern has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. Mml Investors Services, LLC is a registered investment firm operating out of Los Angeles, California. It has offices in 1,335 locations and a total of 8,095 employees. It has $29 billion in assets across its 238,365 customer accounts, making it one of the biggest firms in the nation by assets under management. The firm advises 512 charities and foundations. The business offers a wide assortment 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 are based on which service is offered. Fees billed by Mml Investors Services, LLC most likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner, Personal Financial Specialist

Years of Experience

11 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

10960 Wilshire Blvd Suite 2100
Los Angeles, CA 90024

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

CA Average: 118
Total Number of Accounts

185,684

CA Average: 4,567
Average Account Size

$162,035

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

Michael Stern Work History

Michael has 11 years of experience.

2017 - Present (2 years)

Massachusetts Mutual Life Insurance Company

2017 - Present (2 years)

Mml Investor Services

2012 - 2017 (5 years)

The Prudential Insurance Company Of America

2012 - 2017 (5 years)

Pruco Securities LLC

2011 - 2012 (1 years)

Mass Mutual Life Insurance Company

2011 - 2012 (1 years)

Mml Investor Services

Disclosures

Michael Stern has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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