Mml Investors Services, LLC
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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
Years of Experience
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Mml Investors Services, LLC Brokerage Details
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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
George Mongell Work History
George has 28 years of experience.
Massmutual Life Insurance Company
Mml Investors Services
George Mongell has no disclosures.
Please visit their SEC profile for more details.