Tina
Ye

Mml Investors Services, LLC

CRD#5255700
Investment Advisor
in Denver, CO

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About this Advisor

Tina Ye is a financial advisor operating in Denver, Colorado, who has been in the advisory business for 12 years. Ye is an employee of Mml Investors Services, LLC. Over the course of their career, they have held roles at Waddell & Reed, Inc, Massmutual Life Insurance Company and Mml Investors Services LLC. Ye maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Colorado. Mml Investors Services, LLC is an advisory firm that has its headquarters in Denver, Colorado. The company has offices in 1,155 locations and a total of 7,620 financial advisors. It handles $63 billion in total assets across its 287,089 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 384 charitable organizations. The business offers a diverse 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 advice largely depend on the type of services provided. However, fees billed by Mml Investors Services, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 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

$62,946,222,947

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

7,620

CO Average: 118
Total Number of Accounts

287,089

CO Average: 4,567
Average Account Size

$219,257

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

Tina Ye Work History

Tina has 12 years of experience.

2013 - Present (9 years)

Massmutual Life Insurance Company

2013 - Present (9 years)

Mml Investors Services LLC

2010 - 2013 (3 years)

Waddell & Reed, Inc

Disclosures

Tina Ye has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Annie Lam
Downers Grove, IL
Anthony Colunga
Houston, TX
Robert Zinn
Scottsdale, AZ
Daniel Mckeever
Lancaster, PA
Britany Enelow
Trenton, NJ
David Olson
Seattle, WA
Pedro Lugo
Orlando, FL
Earl Muse
Chattanooga, TN

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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