Anthony
Colunga

Mml Investors Services, LLC

CRD#6430798
Investment Advisor
in Houston, TX

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About this Advisor

Anthony Colunga is a financial advisor working out of Houston, Texas with 3 years of industry experience. Colunga is an employee of Mml Investors Services, LLC. The advisor has gained experience at Bbva Securities Inc, Compass Bank, Bbva Compass Insurance Agency, Inc, Morgan Stanley, Morgan Stanley Private Bank, N.A, Mml Investors Services, LLC, Mass Mutual Life Insurance Company, Professional Enrollment Concepts and Evolution Financial. Colunga has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in Texas. Mml Investors Services, LLC is a firm based out of Springfield, MA. It has offices in 1,155 locations and a total of 7,379 people on staff. It manages $59 billion in total assets among its 326,297 accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm advises 447 charities and foundations. Mml Investors Services, LLC offers a number of services, such as 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. Financial management fee schedules largely are based on which service is provided. However, fee types billed by Mml Investors Services, LLC can be comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

3 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

Three Greenway Plaza Suite 1500
Houston, TX 77046

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

TX Average: 118
Total Number of Accounts

326,297

TX Average: 4,567
Average Account Size

$180,164

TX Average: $3,506,186

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

Anthony Colunga Work History

Anthony has been registered as a financial advisor for 3 years.*

2020 - Present (4 years)

Mml Investors Services, LLC

2020 - Present (4 years)

Mass Mutual Life Insurance Company

2019 - 2019 (< 1 year)

Professional Enrollment Concepts

2019 - 2020 (1 year)

Evolution Financial

2018 - 2019 (1 year)

Morgan Stanley

2018 - 2019 (1 year)

Morgan Stanley Private Bank, N.A

2014 - 2018 (4 years)

Bbva Securities Inc

2014 - 2018 (4 years)

Bbva Compass Insurance Agency, Inc

2012 - 2018 (6 years)

Compass Bank

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Anthony Colunga to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mml Investors Services, LLC

Stephen Bishop
Bethlehem, PA
Carlos Forde Jr
Peachtree Corners, GA
Patrick Thuecks
Dallas, TX
Ricardo Reyes
Iselin, NJ
Jameson Lett
Dublin, OH
Michael Altavilla
Saratoga Springs, NY
Brady Murray
Lehi, UT
David Samuelsen
Springfield, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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