Matthew
Addy

Mml Investors Services, LLC

CRD#5739197
Investment Advisor
in Lansing, MI

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About this Advisor

Matthew Addy is an advisor based in Lansing, Michigan. Currently an investment advisor at Mml Investors Services, LLC, Addy has 10 years of professional experience. Addy maintains Series 63 and Series 66 licenses, designating them as a securities agent. Addy is able to advise investors based out of Michigan and Texas. Throughout their career, they have worked at Nylife Securities LLC, New York Life, Mass Mutual Life Insurance Company and Mml Investors Services. Mml Investors Services, LLC is located in Lansing, Michigan, and has 1,335 additional offices in the United States. In aggregate, Mml Investors Services, LLC oversees $40 billion in assets throughout 206,878 accounts and retains more than 7,471 people. The firm's total assets under management places it among the biggest financial advisory firms in the United States. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. 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 investable assets. Mml Investors Services, LLC offers 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 66

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

4039 Legacy Parkway Suite B
Lansing, MI 48911

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MI Average: 118
Total Number of Accounts

206,878

MI Average: 4,567
Average Account Size

$191,239

MI 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

Matthew Addy Work History

Matthew has 10 years of experience.

2013 - Present (8 years)

Mass Mutual Life Insurance Company

2013 - Present (8 years)

Mml Investors Services

2010 - 2013 (3 years)

Nylife Securities LLC

2010 - 2013 (3 years)

New York Life

Disclosures

Matthew Addy has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Josiah Whitten
Hampstead, NC
Reynaldo Martinez Jr
Scottsdale, AZ
Sammy Salek
Houston, TX
Bryan Powell
Knoxville, TN
Michael Heberlein
Boston, MA
Lucas Matarazzo
Boston, MA
Jarret Mcfarland
Milwaukee, WI
Michael Hartsough
Bala Cynwyd, PA

This content was 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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