William
Heaney

Mml Investors Services, LLC

CRD#5753918
Investment Advisor
in New Bedford, MA

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About this Advisor

William Heaney is a financial advisor whose office is in New Bedford, Massachusetts. Currently an advisor with Mml Investors Services, LLC, Heaney has 10 years of professional experience. Heaney maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Heaney is registered to operate in Rhode Island. Throughout their career, Heaney has worked at Nylife Insurance Company, Nylife Securities LLC, Williams Estate And Financial Group, Inc, Eagle Strategies LLC, Msi Financial Services, Inc, Massachusetts Mutual Life Insurance Company and Mml Investors Services, LLC. Mml Investors Services, LLC is headquartered in New Bedford, Massachusetts, and has 1,335 other offices in the United States. In total, Mml Investors Services, LLC manages $40 billion in assets covering 206,878 accounts and retains more than 7,471 people. The level of assets currently under the firm's management places it among the largest investment advisory firms in the country. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the advisory firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC can offer 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's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

158 Charles Mccombs Blvd 2Nd Floor
New Bedford, MA 02745

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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

William Heaney Work History

William has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Williams Estate And Financial Group, Inc

2016 - Present (6 years)

Massachusetts Mutual Life Insurance Company

2016 - 2016 (< 1 year)

Eagle Strategies LLC

2016 - 2017 (1 year)

Msi Financial Services, Inc

2010 - 2016 (6 years)

Nylife Insurance Company

2010 - 2016 (6 years)

Nylife Securities LLC

Disclosures

William Heaney has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Pete Bouros
Chicago, IL
Evan Cleary
Newtown Square, PA
Brett Laferrera
Tuscaloosa, AL
Connor Iarussi
Marlton, NJ
Robert Boyer
Holyoke, MA
Jennifer Funk
Cincinnati, OH
John Demarinis
Greenvale, NY
William Franks
Atlanta, GA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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