Gregory
Lippert

Mml Investors Services, LLC

CRD#6582836
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Gregory Lippert is a certified financial planner operating out of Pittsburgh, Pennsylvania, with a total of 11 years of experience as a financial advisor. Lippert is currently employed by Mml Investors Services, LLC. During their career, Lippert has held roles at Pittsburgh Paper Products, Mml Investors Services, Massmutual, Carnegie Mellon University, Peters Township High School and Peters Township Middle School. Lippert maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. Mml Investors Services, LLC is an advisory company based out of Pittsburgh, Pennsylvania. The firm has offices in 1,335 locations and a total of 8,095 employees. It handles $29 billion in assets among its 238,365 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 512 charities and foundations. Mml Investors Services, LLC offers a wide assortment 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. Financial management fee schedules usually are based on which services the firm provides the client. Fee types charged by Mml Investors Services, LLC can include any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 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

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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

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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

Gregory Lippert Work History

Gregory has 11 years of experience.

2016 - Present (3 years)

Mml Investors Services

2015 - Present (4 years)

Massmutual

2013 - Present (6 years)

Carnegie Mellon University

2013 - 2013 (< 1 year)

Pittsburgh Paper Products

2009 - 2013 (4 years)

Peters Township High School

2007 - 2009 (2 years)

Peters Township Middle School

Disclosures

Gregory Lippert has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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