Russell
Holmes

Mml Investors Services, LLC

CRD#4730265
Investment Advisor
in Boston, MA
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About this Advisor

Russell Holmes is a certified financial planner based in Boston, Massachusetts, with a total of 15 years of professional experience. Holmes currently works for Mml Investors Services, LLC. Their career trajectory has included roles at Ameriprise Financial Services Inc, Mml Investors Services, LLC, Msi Financial Services, Inc and Massachusetts Mutual Life Insurance Company. Holmes holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can operate in Texas. Mml Investors Services, LLC is a registered investment firm that has its headquarters in Boston, Massachusetts. The investment advisory business has offices in 1,335 locations and a total of 8,095 people on staff. It manages $29 billion in assets under management among its 238,365 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm advises 512 charitable organizations. The business has a wide array 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 fees usually depend on which services are offered. However, fees billed by Mml Investors Services, LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

15 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

Yes

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

$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

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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

Russell Holmes Work History

Russell has 15 years of experience.

2017 - Present (2 years)

Mml Investors Services, LLC

2016 - Present (3 years)

Msi Financial Services, Inc

2016 - Present (3 years)

Massachusetts Mutual Life Insurance Company

2003 - Present (16 years)

Ameriprise Financial Services Inc

Disclosures

Russell Holmes has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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