Matthew
Merrick

Mml Investors Services, LLC

CRD#4845077
Investment Advisor
in Chesterfield, MO

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About this Advisor

Matthew Merrick is an advisor who is based in Chesterfield, Missouri. Currently a registered advisor with Mml Investors Services, LLC, they have accrued 10 years of practice as a financial advisor. Merrick holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Merrick is registered to work with investors in Missouri and Texas. During their career, Merrick has held roles at Massmutual Life Insurance Co and Mml Investors Services, LLC. Mml Investors Services, LLC is headquartered in Chesterfield, Missouri, and operates out of 1,335 locations in the nation. As an advisory firm, Mml Investors Services, LLC manages $40 billion in assets throughout 206,878 accounts and employs more than 7,471 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. 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 deemed high-net-worth individuals, who are defined as investors who have more than $1 million in assets. Mml Investors Services, LLC provides 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

16150 Main Circle Drive Suite 400
Chesterfield, MO 63017

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

MO Average: 118
Total Number of Accounts

206,878

MO Average: 4,567
Average Account Size

$191,239

MO 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 Merrick Work History

Matthew has 10 years of experience.

2010 - Present (12 years)

Massmutual Life Insurance Co

2010 - Present (12 years)

Mml Investors Services, LLC

Disclosures

Matthew Merrick has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Jennifer Funk
Cincinnati, OH
Darren Davis
Vienna, VA
Joseph Doss
Memphis, TN
Jeffrey Chipper
Cranbury, NJ
Rodney Eissens
Sheboygan, WI
Phillip Bacon
Columbia, MO
Evan Mcdaniel
Dallas, TX
William Sutherland
Janesville, WI

The content in this profile was updated by SmartAsset on 08/06/2020 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com. The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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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