Samuel
Eppy

Mml Investors Services, LLC

CRD#5694250
Investment Advisor
in Fort Lauderdale, FL

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About this Advisor

Samuel Eppy is an advisor who works in Fort Lauderdale, Florida. Currently a registered financial advisor with Mml Investors Services, LLC, Eppy has 10 years of professional experience as a financial advisor. Eppy has Series 63 and Series 65 licenses, which certify them as both a securities agent and an investment advisor representative. Eppy is able to serve customers based out of Florida. The advisor has gained experience at Massachusetts Mutual Life Insurance Co and Mml Investors Services, LLC. Mml Investors Services, LLC is headquartered in Fort Lauderdale, Florida, and has 1,335 additional offices in the nation. Overall, Mml Investors Services, LLC oversees $40 billion in assets dispersed across 206,878 accounts and retains more than 7,471 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC can provide 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's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

501 E Las Olas Blvd Suite 200 and 300
Fort Lauderdale, FL 33301

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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

Samuel Eppy Work History

Samuel has 10 years of experience.

2015 - Present (7 years)

Mml Investors Services, LLC

2010 - Present (12 years)

Massachusetts Mutual Life Insurance Co

Disclosures

Samuel Eppy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Matthew Collins
Costa Mesa, CA
Thomas Morgan
Newport Beach, CA
Chase Skistimas
Newport Beach, CA
Jeremiah Vickery
Emmett, ID
Darren Davis
Vienna, VA
Cody Sutton
Dallas, TX
Julie Mccormick
Brentwood, TN
Sarah Blankenship
Buffalo, NY

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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