John
Rosenheim

Mml Investors Services, LLC

CRD#848629
Investment Advisor
in Boston, MA
Are you John Rosenheim? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

John Rosenheim is an advisor in Boston, Massachusetts. Currently an advisor with Mml Investors Services, LLC, they have gathered a notable 22 years of professional experience as a financial advisor. Rosenheim has a Series 63 license, qualifying them as a securities agent. Rosenheim is able to act as a financial advisor in Florida and Texas. Over the course of their career, they have held roles at Wealth Control Advisors, LLC, Mml Investors Services, Inc and Mass Mutual Life Insurance Company. Mml Investors Services, LLC is headquartered in Boston, Massachusetts, and operates out of 1,335 additional locations in the nation. As a registered advisory firm, Mml Investors Services, LLC manages $29 billion in assets throughout 238,365 accounts and retains more than 8,095 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 50,683 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. None of the advisory firm's 238,365 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC offers 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 firm may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

22 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

101 Federal Street Suite 800
Boston, MA 02110

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

MA Average: 118
Total Number of Accounts

238,365

MA Average: 4,567
Average Account Size

$120,232

MA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

John Rosenheim Work History

John has 22 years of experience.

1998 - 2016 (18 years)

Wealth Control Advisors, LLC

1996 - Present (23 years)

Mml Investors Services, Inc

1996 - Present (23 years)

Mass Mutual Life Insurance Company

Disclosures

John Rosenheim has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started