Drew
Catanese

Mml Investors Services, LLC

CRD#6253770
Investment Advisor
in Tampa, FL

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About this Advisor

Drew Catanese is a financial advisor who works out of Tampa, Florida, who has been in the advisory business for 10 years. Catanese is an advisor for Mml Investors Services, LLC. Their career trajectory has included roles at Student, Hammond School, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, King'S Grant Swim Team, Sons Of Italy Festival, Msi Financial Services Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Catanese maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Mml Investors Services, LLC is an advisory company operating out of Tampa, Florida. The firm has offices in 1,335 locations and a total of 7,471 advisors. It controls $40 billion in assets under management between its 206,878 customer accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advisory services to 254 charitable organizations. The business has a number 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 typically vary depending on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

2502 N. Rocky Point Drive Suite 695
Tampa, FL 33607

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

FL Average: 118
Total Number of Accounts

206,878

FL Average: 4,567
Average Account Size

$191,239

FL 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

Drew Catanese Work History

Drew has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2017 - 2017 (< 1 year)

Msi Financial Services Inc

2015 - 2016 (1 year)

King'S Grant Swim Team

2015 - 2016 (1 year)

Sons Of Italy Festival

2014 - 2017 (3 years)

Various Insurance Carriers For W&R Insurance Agencies

2013 - 2017 (4 years)

Waddell & Reed, Inc

2011 - 2014 (3 years)

Hammond School

2010 - 2011 (1 year)

Student

Disclosures

Drew Catanese has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Hershell Dailey
Columbia, SC
Samuel Christie
Bala Cynwyd, PA
Drew Catanese
Tampa, FL
Sarah Blankenship
Buffalo, NY
Matthew Douce
Orlando, FL
Joseph Goldberg
Fairfax, VA
Julius Pappas
Fort Lauderdale, FL
Stuart Long
Boston, MA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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