Nicholas
Chason

Mml Investors Services, LLC

CRD#6183474
Investment Advisor
in Tallahassee, FL

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About this Advisor

Nicholas Chason is a financial advisor who works in Tallahassee, Florida, with 3 years of industry experience. Chason is on the advisory team at Mml Investors Services, LLC. The advisor has gained experience at Guardian Life Insurance Co Of America / Strategic Wealth Group, Park Avenue Securities LLC, Massmutual and Mml Investors Services. Chason has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can advise clients in Florida and Texas. Mml Investors Services, LLC is a financial advisory company based in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 employees. It administers $59 billion in total assets among its 326,297 client accounts, making it one of the largest firms in the United States by assets under management. The firm provides financial advice to 447 charities and foundations. Mml Investors Services, LLC offers a number of services, including 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. Fees charged by financial advisors typically vary depending on the financial services provided. However, fee types charged by Mml Investors Services, LLC likely are comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

3 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

Office Location

3233 Thomasville Road
Tallahassee, FL 32308

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

FL Average: 118
Total Number of Accounts

326,297

FL Average: 4,567
Average Account Size

$180,164

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

Nicholas Chason Work History

Nicholas has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Massmutual

2020 - Present (4 years)

Mml Investors Services

2013 - 2020 (7 years)

Guardian Life Insurance Co Of America / Strategic Wealth Group

2013 - 2020 (7 years)

Park Avenue Securities LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Nicholas Chason 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

Stephen Bishop
Bethlehem, PA
Steven Lebowitz
Memphis, TN
Christopher Thrower
Dallas, TX
Jeremy Harness
Chesterfield, MO
John Whitehead
Lake Oswego, OR
James Moore
Atlanta, GA
Brady Murray
Lehi, UT
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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