Gregory
Wachter

Mml Investors Services, LLC

CRD#5849984
Investment Advisor
in Shelton, CT

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About this Advisor

Gregory Wachter is a financial advisor based in Shelton, Connecticut, working with Mml Investors Services, LLC. Gregory has previously held positions at Metlife Securities Inc, Mml Investors Services, LLC, and Massachusetts Mutual Life Insurance Co. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Connecticut. Currently, Gregory is part of Mml Investors Services, LLC, which operates out of Shelton, Connecticut. 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 63, Series 65

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

6 Corporate Drive
Shelton, CT 06484

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

CT Average: 118
Total Number of Accounts

351,645

CT Average: 4,567
Average Account Size

$207,106

CT 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

Gregory Wachter Work History

2017 - Present (7 years)

Mml Investors Services, LLC

2017 - Present (7 years)

Massachusetts Mutual Life Insurance Co

2011 - 2017 (6 years)

Metlife Securities Inc

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Disclosures

Please visit the SEC profile of Gregory Wachter 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

Philip Sabio
Fairfield, NJ
Eric Niclas
Greenvale, NY
Patrick Kramer
Charleston, SC
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

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