Heather
Nidetch

Mml Investors Services, LLC

CRD#5167081
Investment Advisor
in New York, NY
Are you Heather Nidetch? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Heather Nidetch is a certified financial planner based out of New York, New York, who has 10 years of work experience. Nidetch is an employee of Mml Investors Services, LLC. During their career, Nidetch has held roles at Wells Fargo Advisors LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Wells Fargo Advisors, LLC, Mml Investors Services, LLC, Wells Fargo Clearing Services, LLC and Massachusetts Mutual Life Insurance Company. Nidetch has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Texas. Mml Investors Services, LLC is a registered investment company headquartered in New York, New York. The company has offices in 1,335 locations and a total of 8,095 employees. It administers $29 billion in total assets among its 238,365 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 512 charitable organizations. The advisory firm has a diverse range 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. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types billed by Mml Investors Services, LLC can include some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

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

Yes

Office Location

277 Park Avenue 41 and 44Th Floors
New York, NY 10172

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$28,659,207,084

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

8,095

NY Average: 118
Total Number of Accounts

238,365

NY Average: 4,567
Average Account Size

$120,232

NY Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Heather Nidetch Work History

Heather has 10 years of experience.

2018 - Present (1 years)

Mml Investors Services, LLC

2018 - Present (1 years)

Massachusetts Mutual Life Insurance Company

2016 - 2018 (2 years)

Wells Fargo Clearing Services, LLC

2015 - 2016 (1 years)

Wells Fargo Advisors, LLC

2012 - 2015 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2008 - 2012 (4 years)

Wells Fargo Advisors LLC

Disclosures

Heather Nidetch has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started