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 based in Boston, Massachusetts. Currently a registered financial advisor at Mml Investors Services, LLC, Pierce has 10 years of work experience. Pierce holds Series 63 and Series 66 licenses, designating the advisor as a securities representative. Pierce is able to act as an advisor in Texas. Throughout their career, they have worked at New England Securities, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Company. Mml Investors Services, LLC is based out of Boston, Massachusetts, and operates out of 1,335 additional offices in the nation. As a company, Mml Investors Services, LLC manages $30 billion in assets throughout 185,684 client accounts and employs more than 7,805 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the country. The firm manages 55,542 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the investment firm's 185,684 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Mml Investors Services, LLC can provide 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, Series 66, Certified Financial Planner

Years of Experience

11 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 11 years of experience.

2017 - Present (3 years)

Mml Investors Services, LLC

2016 - Present (4 years)

Massmutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

2009 - 2015 (6 years)

New England Securities

Disclosures

Joshua Pierce has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Brandon Gulley
Vienna, VA
Bobak Khodaie
Albuquerque, NM
Erik Bloomfield
Dearborn, MI
Christopher Westerman
Virginia Beach, VA
Domenica Stuckey
Raleigh, NC
Richard Singer
Stamford, CT
Julius Pappas
Fort Lauderdale, FL
Arturo Unzueta
Beverly Hills, CA

This content was compiled from the SEC and FINRA.

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