Evan
Cleary

Mml Investors Services, LLC

CRD#5947463
Investment Advisor
in Newtown Square, PA

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About this Advisor

Evan Cleary is a financial advisor based out of Newtown Square, Pennsylvania, who has been in the industry for 10 years. Cleary is currently employed by Mml Investors Services, LLC. The advisor has gained experience at Peace-A-Pizza, Creative Financial Group, Novastep Inc, Villanova University, Metlife Securities Inc, Massmutual Life Insurance Co and Mml Investors Services, LLC. Cleary holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Pennsylvania. Mml Investors Services, LLC is a registered investment firm that has its headquarters in Newtown Square, Pennsylvania. It has offices in 1,335 locations and a total of 7,471 financial advisors. It oversees $40 billion in assets under management across its 206,878 customer accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 254 charitable organizations. The company provides a wide range 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. Fees charged by financial advisors typically are based on the type of financial services. Fee types billed by Mml Investors Services, LLC may include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

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

No

Office Location

16 Campus Blvd Suite 200
Newtown Square, PA 19073

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

PA Average: 118
Total Number of Accounts

206,878

PA Average: 4,567
Average Account Size

$191,239

PA 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

Evan Cleary Work History

Evan has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Massmutual Life Insurance Co

2014 - 2014 (< 1 year)

Novastep Inc

2014 - 2017 (3 years)

Metlife Securities Inc

2012 - 2012 (< 1 year)

Creative Financial Group

2011 - 2011 (< 1 year)

Creative Financial Group

2010 - 2010 (< 1 year)

Peace-A-Pizza

2010 - 2014 (4 years)

Villanova University

Disclosures

Evan Cleary has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Kathryn Fitzgerald
Walnut Creek, CA
Jeffrey Chipper
Cranbury, NJ
Kristi Gomez
Fort Lauderdale, FL
Barbara Exter
Newark, DE
Tina Ye
Denver, CO
Michael Stark
Albuquerque, NM
William Pfeifer Iii
Tucson, AZ
Sara Moreno-Jurado
Wolfforth, TX

The content in this profile was updated by SmartAsset on 08/06/2020 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 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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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