Brian
Book
Mml Investors Services, LLC
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About this Advisor
Brian Book is a financial advisor based out of New York, New York with 1 year of industry experience. Book currently works for Mml Investors Services, LLC. Throughout their career, they have worked at Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Tulane University, Fundera, Inc, Rugby United New York, Zlien (Now Levelset), Fifth Avenue Financial, N/A, Tulane University Athletics Department, Vector Marketing, Westport Weston Family Ymca, Staples High School and Lenox Advisors, Inc. Book has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in New York. Mml Investors Services, LLC is an advisory firm that has its headquarters in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 people on staff. It has $59 billion in total assets across its 326,297 client accounts, making it one of the biggest firms in the country by assets under management. The firm provides financial advice to 447 charitable organizations. Mml Investors Services, LLC has a broad 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 charged by financial advisors depend on the type of services offered. However, fees charged by Mml Investors Services, LLC likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
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
Brian Book Work History
Brian has been registered as a financial advisor for 1 years.*
Mml Investors Services, LLC
Mass Mutual Life Insurance Company
Lenox Advisors, Inc
Fundera, Inc
Rugby United New York
N/A
Zlien (Now Levelset)
Fifth Avenue Financial
Tulane University
Tulane University Athletics Department
Vector Marketing
Westport Weston Family Ymca
Staples High School
*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 Brian Book 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
Austin, TX
Charleston, SC
Tampa, FL
Greenvale, NY
Lake Oswego, OR
Memphis, TN
Seattle, WA
Dallas, TX
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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