John
Sharkey

Mml Investors Services, LLC

CRD#1825282
Investment Advisor
in Saddle Brook, NJ

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About this Advisor

John Sharkey is a certified financial planner and chartered financial analyst who works in Saddle Brook, New Jersey who has 1 year of industry experience. Sharkey is an employee of Mml Investors Services, LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc/Bank Of America, Massmutual, Mml Investors Services, Axa Advisors, Equitable Advisors, LLC, New York Life Insurance Company, Nylife Securities LLC, Eagle Strategies LLC, Mml Investors Services, LLC and Massmutual Life Insurance Company. Sharkey maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in New Jersey. Mml Investors Services, LLC is a company based out of Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 advisors. It manages $59 billion in assets under management between its 326,297 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 447 charitable organizations. The company provides a diverse assortment of services, including 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. A financial advisor's fee schedules largely vary depending on the type of services provided. Fees charged by Mml Investors Services, LLC can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Years Registered*

1 year

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

Office Location

250 Pehle Ave Suite 405
Saddle Brook, NJ 07663-5832

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NJ Average: 118
Total Number of Accounts

326,297

NJ Average: 4,567
Average Account Size

$180,164

NJ Average: $3,506,186

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

John Sharkey Work History

John has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Mml Investors Services, LLC

2020 - Present (4 years)

Massmutual Life Insurance Company

2022 - 2022 (< 1 year)

New York Life Insurance Company

2022 - 2022 (< 1 year)

Nylife Securities LLC

2022 - 2022 (< 1 year)

Eagle Strategies LLC

2019 - 2019 (< 1 year)

Axa Advisors

2019 - 2022 (3 years)

Equitable Advisors, LLC

2018 - 2019 (1 year)

Massmutual

2018 - 2019 (1 year)

Mml Investors Services

1999 - 2017 (18 years)

Merrill Lynch, Pierce, Fenner & Smith Inc/Bank Of America

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of John Sharkey to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Brent Henig
Greenvale, NY
Vincent Vaghi
Bethesda, MD
Jeremy Harness
Chesterfield, MO
Michael Everritt
Tampa, FL
John Whitehead
Lake Oswego, OR
James Moore
Atlanta, GA
Robert Ahrendt
Seattle, WA
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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