Hunter
Trotter

Mml Investors Services, LLC

CRD#829103
Investment Advisor
in Newtown Square, PA

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About this Advisor

Hunter Trotter is an advisor whose office is in Newtown Square, Pennsylvania. Currently an advisor at Mml Investors Services, LLC, they have accrued 10 years of professional experience. Trotter maintains a Series 63 license, designating the advisor as a securities broker. Trotter can work with customers based out of Pennsylvania. Over the course of their career, they have held roles at New England Securities - Creative Financial Group, New England Financial - Creative Life Underwriters & Associates, Nfp Securities Inc, Metlife Securities Inc and Mml Investors Services, LLC. Mml Investors Services, LLC is headquartered in Newtown Square, Pennsylvania, and operates out of 1,335 additional offices in the United States. In total, Mml Investors Services, LLC oversees $40 billion in assets across 206,878 client accounts and retains more than 7,471 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. None of the investment firm's 206,878 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Mml Investors Services, LLC can offer 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

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

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

Hunter Trotter Work History

Hunter has 10 years of experience.

2017 - Present (5 years)

Mml Investors Services, LLC

2015 - Present (7 years)

Metlife Securities Inc

2010 - Present (12 years)

New England Securities - Creative Financial Group

2010 - Present (12 years)

New England Financial - Creative Life Underwriters & Associates

2010 - 2010 (< 1 year)

Nfp Securities Inc

Disclosures

Hunter Trotter has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Matthew Pawlowski
Charlotte, NC
Sang Gao
Phoenix, AZ
Taehoon Gang
Los Angeles, CA
Avinoam Efraim
Rochelle Park, NJ
Justin Previte
Boston, MA
Jonathan Markos
Las Vegas, NV
Matthew Merrick
Chesterfield, MO
April Romero
Virginia Beach, VA

The content in this profile was updated on 08/06/2020, using data compiled from the SEC and FINRA.

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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