Angelo
Tardi

Mml Investors Services, LLC

CRD#5357719
Investment Advisor
in Chicago, IL

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About this Advisor

Angelo Tardi is a financial advisor who works out of Chicago, Illinois, who has 6 years of relevant experience. Tardi is on the advisory team at Mml Investors Services, LLC. Tardi has gained experience at Msi Financial Inc, Mml Investors Services, LLC, Massmutual Life Insurance Co and New England Securities. Tardi has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Illinois. Mml Investors Services, LLC is a company that has its headquarters in Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 financial advisors. It controls $59 billion in assets under management between its 326,297 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 447 charitable organizations. Mml Investors Services, LLC performs a broad set 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 usually vary depending on the financial services provided. However, fee types charged by Mml Investors Services, LLC likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 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

8700 West Bryn Mawr Avenue Suite 740
Chicago, IL 60631

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

IL Average: 118
Total Number of Accounts

326,297

IL Average: 4,567
Average Account Size

$180,164

IL 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

Angelo Tardi Work History

Angelo has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Massmutual Life Insurance Co

2015 - 2017 (2 years)

Msi Financial Inc

2007 - 2015 (8 years)

New England Securities

*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 Angelo Tardi 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

Ricardo Reyes
Iselin, NJ
Brent Henig
Greenvale, NY
David Samuelsen
Springfield, MA
Christopher Thrower
Dallas, TX
Stephen Bishop
Bethlehem, PA
Michael Everritt
Tampa, FL
Robert Ahrendt
Seattle, WA
Brady Murray
Lehi, UT

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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