Jeffrey
Slavich

Mml Investors Services, LLC

CRD#4274483
Investment Advisor
in Center Valley, PA

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About this Advisor

Jeffrey Slavich is an investment advisor in Center Valley, Pennsylvania. Currently a registered investment advisor with Mml Investors Services, LLC, Slavich has 10 years of professional experience in the financial advisory industry. Slavich has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative. Slavich can work with clients based out of Pennsylvania. During their career, the advisor has held roles at Cco Investment Services Corp, Mml Investors Services and Massmutual. Mml Investors Services, LLC is located in Center Valley, Pennsylvania, and has 1,335 additional brick-and-mortar locations throughout the nation. In total, Mml Investors Services, LLC manages $40 billion in assets covering 206,878 accounts and retains more than 7,471 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisor firm's 206,878 clients are deemed high-net-worth individuals, who are defined as investors who have more 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, Series 65

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

3701 Corporate Parkway Suite 320
Center Valley, PA 18034

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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

Jeffrey Slavich Work History

Jeffrey has 10 years of experience.

2015 - Present (7 years)

Mml Investors Services

2015 - Present (7 years)

Massmutual

2010 - 2015 (5 years)

Cco Investment Services Corp

Disclosures

Jeffrey Slavich has disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Gamal Kareem
New York, NY
Phillipe Paret
Miami, FL
Joel Almquist
Pasadena, CA
David Kincannon
Austin, TX
Daniel Dennis
Memphis, TN
Jacalyn Murray
Fort Lauderdale, FL
Dennis Schlegel
Edison, NJ
Jeremy Harness
Chesterfield, MO

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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