William
Moody

Mml Investors Services, LLC

CRD#5085712
Investment Advisor
in Boston, MA
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About this Advisor

William Moody is a certified financial planner who works out of Boston, Massachusetts, who has been in the financial industry for 13 years. Moody is on the advisory team at Mml Investors Services, LLC. Their career trajectory has included roles at John Hancock, John Hancock Distributors LLC, Metlife Securities Inc, Mml Investors Services, LLC and Massmutual. Moody maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Texas. Mml Investors Services, LLC is a financial advisory company operating out of Boston, Massachusetts. The firm has offices in 1,335 locations and a total of 8,095 people on staff. It has $29 billion in assets among its 238,365 customer accounts, making it one of the largest firms in the United States by assets under management. The firm advises 512 charities and foundations. Mml Investors Services, LLC has a number of services, such as 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. Fees charged by financial advisors typically depend on which services are offered. However, fee types billed by Mml Investors Services, LLC likely are comprised of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

13 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

101 Federal Street Suite 800
Boston, MA 02110

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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

William Moody Work History

William has 13 years of experience.

2018 - Present (1 years)

Mml Investors Services, LLC

2018 - Present (1 years)

Massmutual

2017 - 2018 (1 years)

Mml Investors Services, LLC

2010 - 2017 (7 years)

Metlife Securities Inc

2006 - 2009 (3 years)

John Hancock Distributors LLC

2005 - 2009 (4 years)

John Hancock

Disclosures

William Moody has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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