Mml Investors Services, LLC

Investment Advisor
in Boston, MA
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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



Office Location

101 Federal Street Suite 800
Boston, MA 02110

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management


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


MA Average: 118
Total Number of Accounts


MA Average: 4,567
Average Account Size


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

John Rosenheim Work History

John has 22 years of experience.

1996 - Present (23 years)

Mml Investors Services, Inc

1996 - Present (23 years)

Mass Mutual Life Insurance Company

1998 - 2016 (18 years)

Wealth Control Advisors, LLC


John Rosenheim has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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