Caryn
Mcgrath

Mml Investors Services, LLC

CRD#2842305
Investment Advisor
in North Attleboro, MA

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About this Advisor

Caryn Mcgrath is a financial advisor based in North Attleboro, Massachusetts, who has been in the industry for 10 years. Mcgrath is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Baystate Financial, New England Securities, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Mcgrath maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can serve investors in Rhode Island. Mml Investors Services, LLC is a registered investment company that has its headquarters in North Attleboro, Massachusetts. The company has offices in 1,155 locations and a total of 7,620 people on staff. It has $63 billion in total assets among its 287,089 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 384 charities and foundations. The business has a wide array 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. Financial management fee schedules usually depend on which services the firm provides the client. Fee types billed by Mml Investors Services, LLC most likely include some blend 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

130 So. Washington Street S-201
North Attleboro, MA 02760

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

MA Average: 118
Total Number of Accounts

287,089

MA Average: 4,567
Average Account Size

$219,257

MA 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

Caryn Mcgrath Work History

Caryn has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2012 - Present (10 years)

Baystate Financial

2015 - 2017 (2 years)

Metlife Securities Inc

2013 - 2015 (2 years)

New England Securities

Disclosures

Caryn Mcgrath has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Cesar Canizalez
San Antonio, TX
Neville Fearing
Charlotte, NC
Pedro Lugo
Orlando, FL
Jameson Bunger
Glen Allen, VA
Aaron Khafi
Brea, CA
Jesse Huggins
Springfield, MA
Dennis Chenette
Bedford, NH
Roger Szczypien
Houston, TX

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.

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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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