Stuart
Long

Mml Investors Services, LLC

CRD#4867416
Investment Advisor
in Boston, MA

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About this Advisor

Stuart Long is an advisor whose office is in Boston, Massachusetts. Currently an investment advisor with Mml Investors Services, LLC, they have accumulated 10 years of professional experience. Long maintains a Series 66 license, which designates them as both a securities agent and an investment advisor representative. Long can serve clients based out of Maryland. Their career trajectory has included roles at New England Securities, Metlife Securites, Inc, Mml Investors Services, LLC and Baystate Wealth Management. Mml Investors Services, LLC is based out of Boston, Massachusetts, and has 1,335 other locations across the country. Overall, Mml Investors Services, LLC oversees $40 billion in assets covering 206,878 accounts and employs more than 7,471 people. The firm's total assets under management makes it one of the largest 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 firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC provides 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, Chartered Financial Analyst

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

Stuart Long Work History

Stuart has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2011 - Present (11 years)

Baystate Wealth Management

2015 - 2017 (2 years)

Metlife Securites, Inc

2010 - 2015 (5 years)

New England Securities

Disclosures

Stuart Long has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Sammy Sayed
Toledo, OH
Benjamin Broome
Chattanooga, TN
Charles Emerson
Hernando, MS
August Wossner
Springfield, MA
Gregory Meahl
Boston, MA
April Romero
Virginia Beach, VA
Michael Regan
Southfield, MI
Brian Waddell
West Hartford, CT

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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