Mml Investors Services, LLC

Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Samuel Christie is an investment advisor in Bala Cynwyd, Pennsylvania. Currently an advisor at Mml Investors Services, LLC, they have accumulated 10 years of professional experience as a financial advisor. Christie holds Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Christie is able to work with customers in Pennsylvania and Texas. Over the course of their career, Christie has held roles at Massmutual, Mml Investors Services, American Process Lettering Inc, Captain Jack'S Island Grill and Widener University. Mml Investors Services, LLC is located in Bala Cynwyd, Pennsylvania, and operates out of 1,335 additional locations in the United States. In aggregate, Mml Investors Services, LLC manages $40 billion in assets throughout 206,878 client accounts and retains more than 7,471 people. The level of assets currently under the firm's management places it among the biggest firms in the nation. The firm manages 64,820 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. None of the advisory firm's 206,878 clients are regarded as high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Mml Investors Services, LLC can provide 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



Office Location

Two Bala Plaza Suite 901
Bala Cynwyd, PA 19004

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management


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


PA Average: 118
Total Number of Accounts


PA Average: 4,567
Average Account Size


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

Samuel Christie Work History

Samuel has 10 years of experience.

2015 - Present (7 years)


2015 - Present (7 years)

Mml Investors Services

2014 - 2015 (1 year)

American Process Lettering Inc

2014 - 2014 (< 1 year)

Captain Jack'S Island Grill

2010 - 2014 (4 years)

Widener University


Samuel Christie has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Stephen Warren
Atlanta, GA
David Kincannon
Austin, TX
Kevin Destefanis
Springfield, MA
Jerrell Mure
Oklahoma City, OK
Edwin Erickson
Seattle, WA
Curtis Reeser
Indianapolis, IN
Rebecca Lynch
Boston, MA
Phillipe Paret
Miami, FL

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 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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