George
Mongell

Mml Investors Services, LLC

CRD#1044159
Investment Advisor
in Pittsburgh, PA
Are you George Mongell? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

George Mongell is an advisor whose office is in Pittsburgh, Pennsylvania. Currently an advisor at Mml Investors Services, LLC, Mongell has a notable 28 years of work experience. Mongell maintains a Series 63 license, designating the advisor as a securities broker. Mongell is able to advise clients based out of Pennsylvania. During their career, the advisor has held roles at Massmutual Life Insurance Company and Mml Investors Services. Mml Investors Services, LLC is located in Pittsburgh, Pennsylvania, and has 1,335 additional brick-and-mortar locations throughout the country. Overall, Mml Investors Services, LLC oversees $29 billion in assets throughout 238,365 accounts and employs more than 8,095 people. The firm's total assets under management places it among the largest financial advisory firms in the United States. The firm manages 50,683 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. None of the firm's 238,365 clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Mml Investors Services, LLC provides 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 may charge clients asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

28 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

6 Ppg Place Suite 600
Pittsburgh, PA 15222-5406

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

$30,087,392,846

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

7,805

PA Average: 118
Total Number of Accounts

185,684

PA Average: 4,567
Average Account Size

$162,035

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

George Mongell Work History

George has 28 years of experience.

1990 - Present (29 years)

Massmutual Life Insurance Company

1990 - Present (29 years)

Mml Investors Services

Disclosures

George Mongell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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