Paul
Iandoli

Mml Investors Services, LLC

CRD#2347890
Investment Advisor
in Orlando, FL
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About this Advisor

Paul Iandoli is a financial advisor whose office is in Orlando, Florida. Currently a registered investment advisor with Mml Investors Services, LLC, they have accumulated an impressive 21 years of experience as a registered advisor. Iandoli holds a Series 63 license, certifying the advisor as a securities representative. Iandoli is able to work with clients in Florida and Texas. Their career trajectory has included roles at New England Financial, New England Securities, Mml Investors Services, LLC, Metlife Securities Inc and Massmutual Life Insurance Co. Mml Investors Services, LLC is headquartered in Orlando, Florida, and has 1,335 additional offices across the United States. As a company, Mml Investors Services, LLC manages $29 billion in assets across 238,365 accounts and retains more than 8,095 people. The amount of assets the firm manages places it among the largest firms in the country. The firm manages 50,683 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC offers 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 firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

21 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

301 East Pine Street Suite 800
Orlando, FL 32801

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

FL Average: 118
Total Number of Accounts

185,684

FL Average: 4,567
Average Account Size

$162,035

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

Paul Iandoli Work History

Paul has 21 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2016 - Present (3 years)

Massmutual Life Insurance Co

2015 - 2017 (2 years)

Metlife Securities Inc

1997 - 2015 (18 years)

New England Financial

1997 - 2015 (18 years)

New England Securities

Disclosures

Paul Iandoli has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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