Thomas
Smythe

Mml Investors Services, LLC

CRD#6186278
Investment Advisor
in Charleston, SC

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About this Advisor

Thomas Smythe is a financial advisor operating out of Charleston, South Carolina, with 10 years of professional experience. Smythe is on the advisory team at Mml Investors Services, LLC. During their career, the advisor has held roles at Massachusetts Life Insurance Co, Mml Investors Services, LLC and Bike Taxi, LLC. Smythe maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in South Carolina. Mml Investors Services, LLC is a financial advisory company headquartered in Charleston, South Carolina. The investment advisory business has offices in 1,335 locations and a total of 7,471 financial advisors. It manages $40 billion in assets under management among its 206,878 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 254 charities and foundations. The advisory firm offers a number of services, including 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. A financial advisor's fees typically vary depending on the type of services provided. However, fee types charged by Mml Investors Services, LLC likely are comprised of 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

No

Office Location

40 Calhoun Street Suite 310
Charleston, SC 29401

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$39,563,066,947

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

7,471

SC Average: 118
Total Number of Accounts

206,878

SC Average: 4,567
Average Account Size

$191,239

SC 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

Thomas Smythe Work History

Thomas has 10 years of experience.

2013 - Present (9 years)

Massachusetts Life Insurance Co

2013 - Present (9 years)

Mml Investors Services, LLC

2010 - 2013 (3 years)

Bike Taxi, LLC

Disclosures

Thomas Smythe has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Sammy Sayed
Toledo, OH
Benjamin Broome
Chattanooga, TN
Charles Emerson
Hernando, MS
August Wossner
Springfield, MA
Gregory Meahl
Boston, MA
April Romero
Virginia Beach, VA
Michael Regan
Southfield, MI
Brian Waddell
West Hartford, CT

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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