Michael
Eisner

Mml Investors Services, LLC

CRD#2697450
Investment Advisor
in Hauppauge, NY

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About this Advisor

Michael Eisner is a financial advisor working out of Hauppauge, New York with a total of 2 years of relevant experience. Eisner is an employee of Mml Investors Services, LLC. Over the course of their career, they have held roles at Axa Advisors, LLC, Mml Investors Services, LLC, Guardian Life Ins, Park Avenue Securities and Mass Mutual Life Insurance Company. Eisner maintains Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in New York. Mml Investors Services, LLC is an advisory company headquartered in Springfield, MA. The firm has offices in 1,155 locations and a total of 7,379 financial advisors. It handles $59 billion in assets under management across its 326,297 accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 447 charities and foundations. Mml Investors Services, LLC offers a number 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. Financial management fees usually are based on which services are offered. Fee types charged by Mml Investors Services, LLC likely include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, 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

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

Michael Eisner Work History

Michael 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

2016 - 2016 (< 1 year)

Park Avenue Securities

2015 - 2016 (1 year)

Guardian Life Ins

2005 - 2015 (10 years)

Axa Advisors, 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 Michael Eisner 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

Josiah Martin
Mercer Island, WA
Vincent Delrosso
Elmsford, NY
Vincent Vaghi
Bethesda, MD
Steven Lebowitz
Memphis, TN
Robert Ahrendt
Seattle, WA
Matthew Hiller
Minneapolis, MN
Jeremy Harness
Chesterfield, MO
Patrick Thuecks
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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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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