Aline
Yurik

Mml Investors Services, LLC

CRD#7372894
Investment Advisor
in Wellesley Hills, MA

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About this Advisor

Aline Yurik is a financial advisor based in Wellesley Hills, Massachusetts, working with Mml Investors Services, LLC. Aline has previously held positions at Mml Investors Services, LLC, Massmutual Life Insurance Co, Blue Cross Blue Shield Of Ma, Brandeis University, Harvard University, Division Of Continuing Education, University Of Phoenix, Sullivan University, Thomas Edison State University, Franklin University, American Public University, University Of Arkansas Grantham, University Of The Cumberlands, Walden University, Tufts University, Southern New Hampshire University, Northeastern University, and Centre Realty Group. Aline has passed the Series 66 regulatory exam and is registered to provide services in Rhode Island. Currently, Aline is part of Mml Investors Services, LLC, which operates out of Wellesley Hills, Massachusetts. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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 fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

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

100 William Street Suite 300
Wellesley Hills, MA 02481

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

MA Average: 118
Total Number of Accounts

351,645

MA Average: 4,567
Average Account Size

$207,106

MA 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

Aline Yurik Work History

2023 - Present (1 year)

Massmutual Life Insurance Co

2023 - Present (1 year)

Northeastern University

2022 - Present (2 years)

Centre Realty Group

2021 - Present (3 years)

Mml Investors Services, LLC

2021 - Present (3 years)

Southern New Hampshire University

2018 - Present (6 years)

University Of Arkansas Grantham

2016 - Present (8 years)

American Public University

2015 - Present (9 years)

Harvard University, Division Of Continuing Education

2015 - Present (9 years)

Franklin University

2014 - Present (10 years)

Blue Cross Blue Shield Of Ma

2013 - Present (11 years)

Thomas Edison State University

1997 - Present (27 years)

Brandeis University

2020 - 2020 (< 1 year)

Walden University

2020 - 2021 (1 year)

Tufts University

2019 - 2022 (3 years)

University Of The Cumberlands

2013 - 2016 (3 years)

Sullivan University

2006 - 2017 (11 years)

University Of Phoenix

Disclosures

Please visit the SEC profile of Aline Yurik 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

Shaun Bernstein
New York, NY
Lukas Mcelhenie
Sun Prairie, WI
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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