Irving
Mechanic

Mml Investors Services, LLC

CRD#2659814
Investment Advisor
in Nanuet, NY

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About this Advisor

Irving Mechanic is a financial advisor working out of Nanuet, New York with 2 years of relevant experience. Mechanic is currently employed by Mml Investors Services, LLC. Throughout their career, Mechanic has worked at Mml Investors Services, Inc and Massachusetts Mutual Life Ins Co. Mechanic holds a Series 63 license, certifying them as a securities representative, and is registered to operate in New York and Texas. Mml Investors Services, LLC is a company that has its headquarters in Springfield, MA. The investment advisory business has offices in 1,155 locations and a total of 7,379 people on staff. It administers $59 billion in total assets between its 326,297 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. The firm advises 447 charitable organizations. The company performs a wide array 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 fee schedules usually depend on which services the firm provides the client. However, fee types charged by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63

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

55 Old Turnpike Road Suite 309
Nanuet, NY 10954

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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

Irving Mechanic Work History

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

1995 - Present (29 years)

Mml Investors Services, Inc

1992 - Present (32 years)

Massachusetts Mutual Life Ins Co

*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 Irving Mechanic 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
James Moore
Atlanta, GA
Christopher Thrower
Dallas, TX
Patrick Thuecks
Dallas, TX
John Whitehead
Lake Oswego, OR
Carlos Forde Jr
Peachtree Corners, 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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