Sandra
Olenick

Mml Investors Services, LLC

CRD#1006203
Investment Advisor
in Pittsburgh, PA
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About this Advisor

Sandra Olenick is an advisor whose office is in Pittsburgh, Pennsylvania. Currently a registered investment advisor with Mml Investors Services, LLC, they have accrued 10 years of work experience. Olenick maintains a Series 63 license, qualifying the advisor as a securities agent. Olenick is registered to act as an advisor in Pennsylvania. Over the course of their career, Olenick has held roles at Mml Investors Services, Inc and Massmutual Life Insurance Company. Mml Investors Services, LLC is located in Pittsburgh, Pennsylvania, and has 1,335 other locations throughout the nation. In total, Mml Investors Services, LLC oversees $29 billion in assets throughout 238,365 client accounts and employs more than 8,095 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the country. 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 considered high-net-worth individuals, who are defined as investors who have greater than $1 million in capital. Mml Investors Services, LLC offers 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

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

Sandra Olenick Work History

Sandra has 10 years of experience.

2008 - Present (11 years)

Mml Investors Services, Inc

2008 - Present (11 years)

Massmutual Life Insurance Company

Disclosures

Sandra Olenick has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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