Mary
Storey

Mml Investors Services, LLC

CRD#1011119
Investment Advisor
in Denver, CO
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About this Advisor

Mary Storey is an investment advisor in Denver, Colorado. Currently a registered investment advisor with Mml Investors Services, LLC, Storey has 18 years of professional experience. Storey has a Series 63 license, qualifying the advisor as a securities representative. Storey is registered to act as a financial advisor based out of Colorado. During their career, Storey has held roles at Massmutual Life Insurance Company and Mml Investors Services, Inc. Mml Investors Services, LLC is based out of Denver, Colorado, and operates out of 1,335 other offices across the United States. As a registered investment firm, Mml Investors Services, LLC oversees $29 billion in assets throughout 238,365 client accounts and employs more than 8,095 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the country. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisor firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in capital. Mml Investors Services, LLC provides 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 may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

18 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

Yes

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

$28,659,207,084

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

8,095

CO Average: 118
Total Number of Accounts

238,365

CO Average: 4,567
Average Account Size

$120,232

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

Mary Storey Work History

Mary has 18 years of experience.

2000 - Present (19 years)

Massmutual Life Insurance Company

2000 - Present (19 years)

Mml Investors Services, Inc

Disclosures

Mary Storey has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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