Donald
Gretta

Mml Investors Services, LLC

CRD#1917770
Investment Advisor
in Center Valley, PA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Donald Gretta is a financial advisor working in Center Valley, Pennsylvania, who has been in the industry for 10 years. Gretta is an employee of Mml Investors Services, LLC. During their career, the advisor has held roles at Massmutual Life Insurance and Mml Investors Services LLC. Gretta holds Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to work in Pennsylvania. Mml Investors Services, LLC is a registered investment business that has its headquarters in Center Valley, Pennsylvania. The firm has offices in 1,155 locations and a total of 7,620 people on staff. It handles $63 billion in assets among its 287,089 customer accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm provides services to 384 charitable organizations. Mml Investors Services, LLC offers a diverse set 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 are based on which service is offered. However, fees charged by Mml Investors Services, LLC likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

Yes

Office Location

3701 Corporate Parkway Suite 320
Center Valley, PA 18034

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

PA Average: 118
Total Number of Accounts

287,089

PA Average: 4,567
Average Account Size

$219,257

PA Average: $3,506,186

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Donald Gretta Work History

Donald has 10 years of experience.

2012 - Present (10 years)

Massmutual Life Insurance

2012 - Present (10 years)

Mml Investors Services LLC

Disclosures

Donald Gretta has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Coleman Barron
Memphis, TN
Trisha Tetzlaff
Kaukauna, WI
Jesse Israel
Los Angeles, CA
Keith Courser
Tucson, AZ
Cesar Canizalez
San Antonio, TX
Christopher Lee
Fort Lauderdale, FL
Steven Mense
Melville, NY
Robert Roisum
Austin, 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.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started