Craig
Grayson

Mml Investors Services, LLC

CRD#4023595
Investment Advisor
in West Palm Beach, FL

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About this Advisor

Craig Grayson is a financial advisor based in West Palm Beach, Florida, working with Mml Investors Services, LLC. Craig has previously held positions at Total Financial Systems, Total Financial Advisors, LLC, Park Avenue Securities, Guardian Life Insurance, Massmutual Life Insurance Co, and Mml Investors Services LLC. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida and Texas. Currently, Craig is part of Mml Investors Services, LLC, which operates out of West Palm Beach, Florida. 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

250 Australian Ave South - One Clear Lake Ctr Suite 1200
West Palm Beach, FL 33401

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

FL Average: 118
Total Number of Accounts

351,645

FL Average: 4,567
Average Account Size

$207,106

FL 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

Craig Grayson Work History

2018 - Present (6 years)

Massmutual Life Insurance Co

2018 - Present (6 years)

Mml Investors Services LLC

2015 - 2018 (3 years)

Park Avenue Securities

2015 - 2018 (3 years)

Guardian Life Insurance

2007 - 2015 (8 years)

Total Financial Advisors, LLC

2003 - 2015 (12 years)

Total Financial Systems

Disclosures

Please visit the SEC profile of Craig Grayson 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

David Nau
Mechanicsburg, PA
John Salina
Tarrytown, NY
Patrick Pilla
Tarrytown, NY
John Nagle-Caraluzzo
Rochester, NY
Peirce Ward
Charlotte, NC
Gary Woolman
Fort Wayne, IN
George Sarantou
Toledo, OH
Patricia Martinez
Fort Lauderdale, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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