Timothy
Korwin

Mml Investors Services, LLC

CRD#6540514
Investment Advisor
in Neptune, NJ

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About this Advisor

Timothy Korwin is a financial advisor who works in Neptune, New Jersey. Korwin is on the advisory team at Mml Investors Services, LLC. Throughout their career, they have worked at Rutgers University, Rutgers Football, Comcast Spectacor, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Creative Financial Strategies, Bank Of America, N.A, Mml Investors Services LLC and Massmutual Life Insurance Company. Korwin holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in New Jersey and Texas. Mml Investors Services, LLC is a registered investment firm operating out of Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 employees. It handles $59 billion in assets under management across its 326,297 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 447 charitable organizations. The advisory firm provides a wide set 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. A financial advisor's fees typically depend on which services the firm provides the client. Fees charged by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 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

1305 Campus Parkway
Neptune, NJ 07753

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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

Timothy Korwin Work History

Timothy has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Mml Investors Services LLC

2023 - Present (1 year)

Massmutual Life Insurance Company

2017 - 2017 (< 1 year)

Mml Investors Services, LLC

2017 - 2023 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2023 (6 years)

Bank Of America, N.A

2016 - 2017 (1 year)

Massachusetts Mutual Life Insurance Company

2016 - 2017 (1 year)

Creative Financial Strategies

2015 - 2017 (2 years)

Metlife Securities Inc

2014 - 2015 (1 year)

Comcast Spectacor

2011 - 2013 (2 years)

Rutgers Football

2009 - 2013 (4 years)

Rutgers University

*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 Timothy Korwin 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

Michael Everritt
Tampa, FL
Steven Lebowitz
Memphis, TN
Christopher Thrower
Dallas, TX
Patrick Thuecks
Dallas, TX
Vincent Vaghi
Bethesda, MD
Tracy Brown
Austin, TX
Brady Murray
Lehi, UT
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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