Amanda
O'Neal

Mml Investors Services, LLC

CRD#4166738
Investment Advisor
in Patchogue, NY

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About this Advisor

Amanda O'Neal is a financial advisor based in Patchogue, New York who has 2 years of relevant experience. O'Neal works at Mml Investors Services, LLC. During their career, O'Neal has held roles at Massmutual Life Insurance Co and Mml Investors Services, LLC. O'Neal holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in New York and Texas. Mml Investors Services, LLC is an advisory firm based in Springfield, MA. It has offices in 1,155 locations and a total of 7,379 advisors. It administers $59 billion in assets between its 326,297 customer accounts, placing it among the biggest financial advisory firms in the United States by assets under management. The firm provides services to 447 charitable organizations. The firm offers a diverse set 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. Fees for financial advisory services typically vary depending on the type of financial services provided. Fees charged by Mml Investors Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

2 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

Office Location

Patchogue, NY

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

NY Average: 118
Total Number of Accounts

326,297

NY Average: 4,567
Average Account Size

$180,164

NY 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

Amanda O'Neal Work History

Amanda has been registered as a financial advisor for 2 years.*

2007 - Present (17 years)

Massmutual Life Insurance Co

2007 - Present (17 years)

Mml Investors Services, LLC

*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 Amanda O'Neal 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

George Viray
La Jolla, CA
Jason Cabot
Exton, PA
Brian Mariano
Atlanta, GA
Richard Friaglia
Warren, NJ
John Whitehead
Lake Oswego, OR
Joe Lee
Sarasota, FL
Robert Ahrendt
Seattle, WA
Kelli Hampton
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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