Matthew
Weissman

Mml Investors Services, LLC

CRD#4731319
Investment Advisor
in Wilmington, NC

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About this Advisor

Matthew Weissman is a certified financial planner based in Wilmington, North Carolina. Currently a registered financial advisor with Mml Investors Services, LLC, they have accrued 10 years of work experience as a financial advisor. Weissman has Series 63 and Series 66 licenses, qualifying them as a securities representative. Weissman is registered to work with clients based out of North Carolina. The advisor has gained experience at Rbs Securities Inc, Mml Investors Services, Mid-Atlantic Securities, Inc and Mass Mutual Life Insurance Company. Mml Investors Services, LLC is located in Wilmington, North Carolina, and has 1,335 other brick-and-mortar locations in the United States. As a company, Mml Investors Services, LLC oversees $40 billion in assets throughout 206,878 accounts and employs more than 7,471 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. The firm manages 64,820 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the investment firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Mml Investors Services, LLC can offer 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. The firm's fees may include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66, 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

No

Office Location

1015 Ashes Drive Suite 200
Wilmington, NC 28405

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

NC Average: 118
Total Number of Accounts

206,878

NC Average: 4,567
Average Account Size

$191,239

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 Weissman Work History

Matthew has 10 years of experience.

2016 - Present (6 years)

Mml Investors Services

2016 - Present (6 years)

Mass Mutual Life Insurance Company

2012 - 2016 (4 years)

Mid-Atlantic Securities, Inc

2011 - 2011 (< 1 year)

Rbs Securities Inc

Disclosures

Matthew Weissman has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kayla Moore
Kansas City, MO
Ryan Clarke
Greenvale, NY
Ryan Galloway
Newtown Square, PA
Samuel Eppy
Fort Lauderdale, FL
Christopher Nunn
Roseville, CA
Jesus Jaramillo
Scottsdale, AZ
Philip Insley
Hunt Valley, MD
John Jordan
Madison, MS

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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