Joshua
Pierce

Mml Investors Services, LLC

CRD#4715301
Investment Advisor
in Boston, MA
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About this Advisor

Joshua Pierce is a certified financial planner who works in Boston, Massachusetts, with a total of 13 years of experience as a financial advisor. Pierce is an advisor for Mml Investors Services, LLC. Their career trajectory has included roles at E*Trade Securities LLC, Kobren Insight Management, Inc, New England Securities, Massmutual Life Insurance Company, Metlife Securities Inc and Mml Investors Services, LLC. Pierce has Series 63 and Series 66 licenses, designating them as a securities representative, and is able to work in Texas. Mml Investors Services, LLC is an advisory firm that has its headquarters in Boston, Massachusetts. The firm has offices in 1,335 locations and a total of 8,095 advisors. It handles $29 billion in total assets among its 238,365 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 512 charities and foundations. The company offers a wide range 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 advisory fee schedules typically are based on which services the firm provides the client. Fees charged by Mml Investors Services, LLC can include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, Certified Financial Planner

Years of Experience

13 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

200 Clarendon St, 19Th and 25Th Floors
Boston, MA 02116

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

MA Average: 118
Total Number of Accounts

185,684

MA Average: 4,567
Average Account Size

$162,035

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

Joshua Pierce Work History

Joshua has 13 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2016 - Present (3 years)

Massmutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

2009 - 2015 (6 years)

New England Securities

2005 - 2009 (4 years)

E*Trade Securities LLC

2005 - 2009 (4 years)

Kobren Insight Management, Inc

Disclosures

Joshua Pierce has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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