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 whose office is in Boston, Massachusetts. Currently a registered investment advisor at Mml Investors Services, LLC, they have gathered 10 years of professional experience. Moody holds Series 63 and Series 65 licenses, which designate them as both a securities agent and an investment advisor representative. Moody is able to work with investors based out of Texas. Throughout their career, they have worked at Metlife Securities Inc, Mml Investors Services, LLC and Massmutual Life Insurance Co. Mml Investors Services, LLC is located in Boston, Massachusetts, and has 1,335 additional locations in the United States. As a company, Mml Investors Services, LLC oversees $30 billion in assets covering 185,684 client accounts and employs more than 7,805 people. The amount of assets the firm manages places it among the largest firms in the nation. The firm manages 55,542 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 185,684 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. 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, Certified Financial Planner

Years of Experience

11 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

$30,087,392,846

MA Average: $16,012,751,954
Total Number of Employees

7,805

MA Average: 118
Total Number of Accounts

185,684

MA Average: 4,567
Average Account Size

$162,035

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 11 years of experience.

2018 - Present (2 years)

Massmutual Life Insurance Co

2018 - Present (2 years)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Mml Investors Services, LLC

2010 - 2017 (7 years)

Metlife Securities Inc

Disclosures

William Moody has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Weston Poulos
Dallas, TX
Richard Singer
Stamford, CT
Samuel Eppy
Fort Lauderdale, FL
Ryanmichael Griffin
Farmington, MI
Thomas Smythe
Charleston, SC
Gregory Mc Elheny
Colorado Springs, CO
Dennis Hamilton
Bakersfield, CA
Tracy Brown
Austin, TX

This content was compiled from the SEC and FINRA.

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