Brian
Waddell

Mml Investors Services, LLC

CRD#5967432
Investment Advisor
in West Hartford, CT

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About this Advisor

Brian Waddell is a financial advisor working out of West Hartford, Connecticut, who has been in the advisory business for 11 years. Waddell is an advisor for Mml Investors Services, LLC. Their career trajectory has included roles at New England Securities, T.D Homers, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Waddell has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can operate in Connecticut. Mml Investors Services, LLC is a financial advisory company headquartered in West Hartford, Connecticut. The firm has offices in 1,155 locations and a total of 7,620 people on staff. It administers $63 billion in assets between its 287,089 client accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 384 charitable organizations. Mml Investors Services, LLC offers a wide range 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. Financial advisory fee schedules largely are based on which services the firm provides the client. Fee types billed by Mml Investors Services, LLC can be comprised of any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

65 Lasalle Road Suite 200 and 316
West Hartford, CT 06107

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

CT Average: 118
Total Number of Accounts

287,089

CT Average: 4,567
Average Account Size

$219,257

CT 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

Brian Waddell Work History

Brian has 11 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2015 - 2017 (2 years)

Metlife Securities Inc

2012 - 2015 (3 years)

New England Securities

2011 - 2012 (1 year)

T.D Homers

Disclosures

Brian Waddell 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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