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 working out of Bethesda, Maryland, with a total of 1 year of relevant experience. Vaghi is currently employed by Mml Investors Services, LLC. Over the course of their career, Vaghi has held roles at Guardian Life Insurance Company, Park Avenue Securities, Mml Investors Services, LLC and Massmutual Life Insurance Co. Vaghi maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Maryland. Mml Investors Services, LLC is a financial advisory firm that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It has $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 serves 447 charitable organizations. Mml Investors Services, LLC offers 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. A financial advisor's fee schedules are based on the services provided. However, fees billed by Mml Investors Services, LLC most likely are comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

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

Vincent Vaghi Work History

Vincent has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

Mml Investors Services, LLC

2022 - Present (1 year)

Massmutual Life Insurance Co

2013 - 2022 (9 years)

Guardian Life Insurance Company

2013 - 2022 (9 years)

Park Avenue 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 Vincent Vaghi 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

Carlos Forde Jr
Peachtree Corners, GA
Vincent Vaghi
Bethesda, MD
Jameson Lett
Dublin, OH
Michael Altavilla
Saratoga Springs, NY
John Whitehead
Lake Oswego, OR
James Moore
Atlanta, GA
Robert Ahrendt
Seattle, WA
Michael Everritt
Tampa, FL

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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