Mark
Badami

Mml Investors Services, LLC

CRD#2544347
Investment Advisor
in Hauppauge, NY

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About this Advisor

Mark Badami is a certified financial planner who works out of Hauppauge, New York with 2 years of industry experience. Badami is currently employed by Mml Investors Services, LLC. During their career, Badami has held roles at Guardian Life Insurance Co Of America, Mml Investors Services, LLC, Park Avenue Securities LLC and Mass Mutual Life Insurance Company. Badami has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can serve investors in New York. Mml Investors Services, LLC is a registered investment business that has its headquarters in Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 advisors. It manages $59 billion in total assets among its 326,297 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm advises 447 charitable organizations. The company provides a wide array 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 typically depend on which services the firm provides the client. Fee types billed by Mml Investors Services, LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

1393 Veteran'S Memorial Hwy Suite 307S
Hauppauge, NY 11788

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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

Mark Badami Work History

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

2016 - Present (8 years)

Mml Investors Services, LLC

2016 - Present (8 years)

Mass Mutual Life Insurance Company

1999 - 2016 (17 years)

Park Avenue Securities LLC

1995 - 2016 (21 years)

Guardian Life Insurance Co Of America

*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 Mark Badami 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 Altavilla
Saratoga Springs, NY
Tracy Brown
Austin, TX
Jameson Lett
Dublin, OH
Brady Murray
Lehi, UT
Robert Ahrendt
Seattle, WA
Vincent Vaghi
Bethesda, MD
Ricardo Reyes
Iselin, NJ
Michael Everritt
Tampa, FL

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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