Matthew
Pawlowski

Mml Investors Services, LLC

CRD#5655766
Investment Advisor
in Charlotte, NC

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About this Advisor

Matthew Pawlowski is a financial advisor who works in Charlotte, North Carolina, who has 10 years of work experience. Pawlowski works at Mml Investors Services, LLC. Over the course of their career, they have held roles at Massmutual Life Insurance Company and Mml Investors Services, LLC. Pawlowski has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in North Carolina. Mml Investors Services, LLC is a financial advisory business that has its headquarters in Charlotte, North Carolina. The company has offices in 1,155 locations and a total of 7,620 financial advisors. It oversees $63 billion in assets among its 287,089 customer accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm provides services to 384 charitable organizations. The firm provides a wide assortment 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. Financial management fees vary depending on which services the firm provides the client. However, fees billed by Mml Investors Services, LLC can include some combination of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

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

No

Office Location

4350 Congress Street Suite 300
Charlotte, NC 28209

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

NC Average: 118
Total Number of Accounts

287,089

NC Average: 4,567
Average Account Size

$219,257

NC Average: $3,506,186

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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

Matthew Pawlowski Work History

Matthew has 10 years of experience.

2012 - Present (10 years)

Massmutual Life Insurance Company

2012 - Present (10 years)

Mml Investors Services, LLC

Disclosures

Matthew Pawlowski has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Mark Ottaviani
Oklahoma City, OK
Pamela Baker
Rochester, NY
Mihai Stan
North Canton, OH
Vincent Vaghi
Bethesda, MD
Caryn Mcgrath
North Attleboro, MA
Leo Esses
New York, NY
Pedro Lugo
Orlando, FL
Cesar Canizalez
San Antonio, TX

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

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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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