Justin
Previte

Mml Investors Services, LLC

CRD#5852389
Investment Advisor
in Boston, MA

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About this Advisor

Justin Previte is a financial advisor located in Boston, Massachusetts. Currently an investment advisor with Mml Investors Services, LLC, they have gathered 10 years of practice as an investment advisor. Previte has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Previte can operate in Texas. Over the course of their career, they have held roles at Hub Construction, Ameriprise Financial Services, Metlife Securites, Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Mml Investors Services, LLC is based out of Boston, Massachusetts, and operates out of 1,335 additional brick-and-mortar locations across the nation. In aggregate, Mml Investors Services, LLC manages $40 billion in assets across 206,878 client accounts and retains more than 7,471 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. None of the investment firm's 206,878 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in 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 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

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

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MA Average: 118
Total Number of Accounts

206,878

MA Average: 4,567
Average Account Size

$191,239

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

Justin Previte Work History

Justin has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2015 - 2017 (2 years)

Metlife Securites, Inc

2010 - 2012 (2 years)

Hub Construction

2010 - 2015 (5 years)

Ameriprise Financial Services

Disclosures

Justin Previte has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Jennifer Funk
Cincinnati, OH
Darren Davis
Vienna, VA
Joseph Doss
Memphis, TN
Jeffrey Chipper
Cranbury, NJ
Rodney Eissens
Sheboygan, WI
Phillip Bacon
Columbia, MO
Evan Mcdaniel
Dallas, TX
William Sutherland
Janesville, WI

The content in this profile was updated by SmartAsset on 08/06/2020 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.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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