Vincent
Vaghi

Mml Investors Services, LLC

CRD#6185077
Investment Advisor
in Bethesda, MD

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About this Advisor

Vincent Vaghi is a financial advisor based in Bethesda, Maryland, who has 10 years in the industry. Vaghi is currently employed by Mml Investors Services, LLC. Over the course of their career, they have held roles at Guardian Life Insurance Company, Catholic Charities Dc, Park Avenue Securities, Mml Investors Services, LLC and Massmutual Life Insurance Co. Vaghi holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Maryland and Texas. Mml Investors Services, LLC is a financial advisory company headquartered in Bethesda, Maryland. It has offices in 1,155 locations and a total of 7,620 financial advisors. It handles $63 billion in total assets between its 287,089 accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides financial advice to 384 charities and foundations. The company performs 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 largely depend on the financial services offered. However, fee types charged by Mml Investors Services, LLC likely include some combination 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

7101 Wisconsin Ave Suite 1200
Bethesda, MD 20814

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

MD Average: 118
Total Number of Accounts

287,089

MD Average: 4,567
Average Account Size

$219,257

MD 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

Vincent Vaghi Work History

Vincent has 10 years of experience.

2022 - Present (0 year)

Mml Investors Services, LLC

2022 - Present (0 year)

Massmutual Life Insurance Co

2013 - Present (9 years)

Guardian Life Insurance Company

2013 - Present (9 years)

Park Avenue Securities

2012 - 2012 (< 1 year)

Catholic Charities Dc

Disclosures

Vincent Vaghi has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Caryn Mcgrath
North Attleboro, MA
Michael Shrift
Indianapolis, IN
Robert Glycenfer
Kingston, PA
Ana Reid
Springfield, MA
Lynn Foley
Falmouth, ME
Thomas Evans
Lafayette, LA
Neville Fearing
Charlotte, NC
Jameson Bunger
Glen Allen, VA

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.

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 profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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