Pedro
Lugo

Mml Investors Services, LLC

CRD#6181875
Investment Advisor
in Orlando, FL

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About this Advisor

Pedro Lugo is a financial advisor based out of Orlando, Florida, with a total of 10 years of work experience. Lugo is an employee of Mml Investors Services, LLC. Lugo has gained experience at Sunglass Hut, Tempus, Edward Jones, Morgan Stanley, Wells Fargo Bank, Na, Wells Fargo Advisors, LLC, Advisorlist, Inc, Charles Schwab & Co., Inc, Guitar Center, La Rosa Realty, House Of Blues, Northwestern Mutual Investment Services LLC, Mml Investors Services and Massmutual. Lugo holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can operate in Florida. Mml Investors Services, LLC is a registered investment firm that has its headquarters in Orlando, Florida. The firm has offices in 1,155 locations and a total of 7,620 financial advisors. It administers $63 billion in assets between its 287,089 accounts, placing it among the largest firms in the country by assets under management. The firm serves 384 charities and foundations. Mml Investors Services, LLC 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. Fees charged by financial advisors are based on the services provided. Fee types billed by Mml Investors Services, LLC likely are comprised 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

127 N Magnolia Ave
Orlando, FL 32801

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

FL Average: 118
Total Number of Accounts

287,089

FL Average: 4,567
Average Account Size

$219,257

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

Pedro Lugo Work History

Pedro has 10 years of experience.

2020 - Present (2 years)

Mml Investors Services

2020 - Present (2 years)

Massmutual

2019 - 2019 (< 1 year)

Northwestern Mutual Investment Services LLC

2017 - 2017 (< 1 year)

Sunglass Hut

2017 - 2019 (2 years)

Charles Schwab & Co., Inc

2017 - 2017 (< 1 year)

Guitar Center

2017 - 2017 (< 1 year)

House Of Blues

2016 - 2017 (1 year)

Advisorlist, Inc

2016 - 2017 (1 year)

La Rosa Realty

2014 - 2015 (1 year)

Wells Fargo Bank, Na

2014 - 2015 (1 year)

Wells Fargo Advisors, LLC

2013 - 2013 (< 1 year)

Edward Jones

2013 - 2014 (1 year)

Morgan Stanley

2012 - 2013 (1 year)

Sunglass Hut

2012 - 2012 (< 1 year)

Tempus

Disclosures

Pedro Lugo has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Craig Eppy
Fort Lauderdale, FL
Katherine Stevick
Fayetteville, NC
Larry Mcgrory
Melville, NY
Paul Tearson
Austin, TX
Paul Oconnor
Chicago, IL
Julie Mccormick
Brentwood, TN
Rajesh Cheethirala
San Mateo, CA
Francisco Gutierrez
Spokane, WA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

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