Nelson
Castro

Mml Investors Services, LLC

CRD#2651227
Investment Advisor
in Tampa, FL

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About this Advisor

Nelson Castro is a financial advisor based in Tampa, Florida, working with Mml Investors Services, LLC. Nelson has previously held positions at The New England, Tampa Bay Pension Group, Dempsey Financial Network, Inc, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, and Mml Investors Services, LLC. Nelson has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Nelson is part of Mml Investors Services, LLC, which operates out of Tampa, 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

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

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

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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

Nelson Castro Work History

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massachusetts Mutual Life Insurance Company

1998 - Present (26 years)

Tampa Bay Pension Group

1998 - Present (26 years)

Dempsey Financial Network, Inc

2015 - 2017 (2 years)

Metlife Securities Inc

1995 - 2015 (20 years)

The New England

Disclosures

Please visit the SEC profile of Nelson Castro 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

Shaun Bernstein
New York, NY
Lukas Mcelhenie
Sun Prairie, WI
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

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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