Thomas
Holt

Mml Investors Services, LLC

CRD#6113108
Investment Advisor
in Boston, MA
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About this Advisor

Thomas Holt is a certified financial planner who works out of Boston, Massachusetts, who has been in the advisory business for 10 years. Holt is currently employed by Mml Investors Services, LLC. The advisor has gained experience at Garden State Securities, Inc, Boston College, Ing Financial Partners, Inc, Mcadam Financial Group, Mcadam LLC, Purshe Kaplan Sterling Investments, Inc, Massachusetts Life Insurance Company and Mml Investors Services. Holt has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Mml Investors Services, LLC is a business operating in Boston, Massachusetts. The firm has offices in 1,335 locations and a total of 8,095 advisors. It handles $29 billion in assets under management among its 238,365 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 512 charities and foundations. The business performs a number 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. A financial advisor's fees usually depend on which services are offered. However, fees billed by Mml Investors Services, LLC most likely consist of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

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

$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

Thomas Holt Work History

Thomas has 10 years of experience.

2017 - Present (2 years)

Massachusetts Life Insurance Company

2017 - Present (2 years)

Mml Investors Services

2014 - 2014 (0 years)

Ing Financial Partners, Inc

2014 - 2014 (0 years)

Mcadam Financial Group

2014 - 2017 (3 years)

Mcadam LLC

2014 - 2017 (3 years)

Purshe Kaplan Sterling Investments, Inc

2012 - 2014 (2 years)

Garden State Securities, Inc

2011 - 2011 (0 years)

Garden State Securities, Inc

2008 - 2012 (4 years)

Boston College

Disclosures

Thomas Holt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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