Ryan
Berkowitz

Mml Investors Services, LLC

CRD#5909391
Investment Advisor
in Palm Springs, CA

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About this Advisor

Ryan Berkowitz is a financial advisor working out of Palm Springs, California. Berkowitz is an advisor for Mml Investors Services, LLC. Over the course of their career, they have held roles at First Investors Corporation, Spherion, Valic Financial Advisors, Inc, Self-Employed (Lyft/Uber), Jp Morgan Chase Bank, Jp Morgan Securities, LLC, Southport Capital, Symmetry Financial, The Firm Commercial, Blaze Renewables LLC, Massmtuual Life Insurance Co, Mml Investors Services, LLC and Bank Of America. Berkowitz maintains Series 65 and Series 63 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to operate in California. Mml Investors Services, LLC is a registered investment firm that has its headquarters in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 employees. It administers $59 billion in assets under management across its 326,297 client accounts, making it one of the largest firms in the United States by assets under management. The firm advises 447 charities and foundations. The company offers 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 for financial management are based on which services are provided. However, fee types charged by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

less than 1 year

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

Office Location

707 E Tahquitz Canyon Way Suite 2
Palm Springs, CA 92262

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

CA Average: 118
Total Number of Accounts

326,297

CA Average: 4,567
Average Account Size

$180,164

CA Average: $3,506,186

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

Ryan Berkowitz Work History

Ryan has been registered as a financial advisor for 0 years.*

2022 - Present (2 years)

Massmtuual Life Insurance Co

2022 - Present (2 years)

Mml Investors Services, LLC

2022 - 2022 (< 1 year)

The Firm Commercial

2019 - 2022 (3 years)

Southport Capital

2019 - 2019 (< 1 year)

Symmetry Financial

2019 - 2022 (3 years)

Blaze Renewables LLC

2017 - 2017 (< 1 year)

Jp Morgan Chase Bank

2017 - 2017 (< 1 year)

Jp Morgan Securities, LLC

2016 - 2016 (< 1 year)

Spherion

2016 - 2016 (< 1 year)

Valic Financial Advisors, Inc

2016 - 2019 (3 years)

Self-Employed (Lyft/Uber)

2015 - 2015 (< 1 year)

Bank Of America

2011 - 2015 (4 years)

First Investors Corporation

2011 - 2015 (4 years)

First Investors Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Ryan Berkowitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Jeremy Harness
Chesterfield, MO
Tracy Brown
Austin, TX
David Samuelsen
Springfield, MA
Christopher Thrower
Dallas, TX
John Whitehead
Lake Oswego, OR
Vincent Vaghi
Bethesda, MD
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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