Matthew
Veland

Mml Investors Services, LLC

CRD#7253831
Investment Advisor
in Bethesda, MD

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About this Advisor

Matthew Veland is a financial advisor working out of Bethesda, Maryland. Veland is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Massmutual Life Insurance Company, Mml Investors Services, LLC, Mom'S Organic Market, Amp Global Youth and Princess Anne High School. Veland has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Maryland and Virginia. Mml Investors Services, LLC is a registered investment business based in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 advisors. It manages $59 billion in total assets among its 326,297 client accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm serves 447 charitable organizations. Mml Investors Services, LLC provides 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 for financial management usually are based on the services offered. Fees charged by Mml Investors Services, LLC may include any combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

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

7101 Wisconsin Ave Suite 1200
Bethesda, MD 20814

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

MD Average: 118
Total Number of Accounts

326,297

MD Average: 4,567
Average Account Size

$180,164

MD 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

Matthew Veland Work History

Matthew has been registered as a financial advisor for 0 years.*

2020 - Present (4 years)

Mml Investors Services, LLC

2019 - Present (5 years)

Massmutual Life Insurance Company

2018 - 2019 (1 year)

Mom'S Organic Market

2017 - 2018 (1 year)

Amp Global Youth

2016 - 2017 (1 year)

Mom'S Organic Market

2009 - 2016 (7 years)

Princess Anne High School

*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 Matthew Veland 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

Eric Karlik
Neptune, NJ
Bradley Smith
Rochester, NY
Patrick Thuecks
Dallas, TX
Gaston De La Torre
Vancouver, WA
John Whitehead
Lake Oswego, OR
Nicholas Chason
Tallahassee, FL
Robert Ahrendt
Seattle, WA
Jeremy Harness
Chesterfield, MO

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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