Bartlett
Writer

Mml Investors Services, LLC

CRD#5667003
Investment Advisor
in Denver, CO

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About this Advisor

Bartlett Writer is a certified financial planner and chartered financial consultant based out of Denver, Colorado, with 10 years of professional experience. Writer is an employee of Mml Investors Services, LLC. Their career trajectory has included roles at Massmutual Financial Group and Mml Investors Services Inc. Writer has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to serve investors in Colorado. Mml Investors Services, LLC is a registered investment company headquartered in Denver, Colorado. The company has offices in 1,335 locations and a total of 7,805 employees. It manages $30 billion in total assets between its 185,684 client accounts, making it one of the largest firms in the nation by assets under management. The firm provides services to 198 charitable organizations. The business performs a wide array 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 vary depending on which services the firm provides the client. Fee types charged by Mml Investors Services, LLC may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner, Chartered Financial Consultant

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

Metropoint I 4600 South Ulster Street, Suite 1200
Denver, CO 80237

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

CO Average: 118
Total Number of Accounts

185,684

CO Average: 4,567
Average Account Size

$162,035

CO 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

Bartlett Writer Work History

Bartlett has 11 years of experience.

2009 - Present (11 years)

Massmutual Financial Group

2009 - Present (11 years)

Mml Investors Services Inc

Disclosures

Bartlett Writer has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Thomas Smythe
Charleston, SC
Judd Arndts
Toledo, OH
Jason Hardesty
Hunt Valley, MD
Joel Goldberg
Beverly Hills, CA
Arturo Unzueta
Beverly Hills, CA
Mark Pliner
Cranbury, NJ
Weston Poulos
Dallas, TX
Jeremiah Vickery
Emmett, ID

This content was compiled from the SEC and FINRA.

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