Simon
Goldin

Mml Investors Services, LLC

CRD#7711463
Investment Advisor
in La Jolla, CA

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About this Advisor

Simon Goldin is a financial advisor based in La Jolla, California, working with Mml Investors Services, LLC. Simon has previously held positions at Mml Investors Services LLC, Massmutual Life Insurance Co, Tidemark Financial Partners, Cfg Wealth Management, Athleisure Inc, Ernest Righetti Highschool, Santa Maria High School, Fesler Junior High School, San Diego State University, and Lpl Financial. Simon has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Simon is part of Mml Investors Services, LLC, which operates out of La Jolla, California. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

Regents Square, 4275 Executive Square Suite 400
La Jolla, CA 92037

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

CA Average: 118
Total Number of Accounts

351,645

CA Average: 4,567
Average Account Size

$207,106

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

Simon Goldin Work History

2023 - Present (1 year)

Mml Investors Services LLC

2023 - Present (1 year)

Massmutual Life Insurance Co

2023 - 2023 (< 1 year)

Tidemark Financial Partners

2023 - 2023 (< 1 year)

Lpl Financial

2022 - 2022 (< 1 year)

Cfg Wealth Management

2022 - 2023 (1 year)

San Diego State University

2021 - 2021 (< 1 year)

Athleisure Inc

2021 - 2022 (1 year)

San Diego State University

2019 - 2021 (2 years)

San Diego State University

2016 - 2019 (3 years)

Ernest Righetti Highschool

2015 - 2016 (1 year)

Santa Maria High School

2013 - 2015 (2 years)

Fesler Junior High School

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Disclosures

Please visit the SEC profile of Simon Goldin 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

Shaun Bernstein
New York, NY
Matthew Sagers
Walnut Creek, CA
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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