Todd
Holt

Mml Investors Services, LLC

CRD#2182219
Investment Advisor
in Austin, TX
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About this Advisor

Todd Holt is a certified financial planner and chartered financial consultant based in Austin, Texas, who has been in the industry for 27 years. Holt is on the advisory team at Mml Investors Services, LLC. Over the course of their career, they have held roles at Massachusetts Mutual Life Ins. Co and Mml Investors Services, Inc. Holt has a Series 63 license, certifying them as a securities agent, and can advise clients in Texas. Mml Investors Services, LLC is an advisory business that has its headquarters in Austin, Texas. The company has offices in 1,335 locations and a total of 8,095 people on staff. It controls $29 billion in assets between its 238,365 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm serves 512 charities and foundations. The business performs a wide array 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. Fees for financial management depend on the type of services offered. Fee types charged by Mml Investors Services, LLC can be comprised of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Certified Financial Planner, Chartered Financial Consultant

Years of Experience

27 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

7600 B N Capital Of Texas Highway Suite 340
Austin, TX 78731

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$30,087,392,846

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

7,805

TX Average: 118
Total Number of Accounts

185,684

TX Average: 4,567
Average Account Size

$162,035

TX 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

Todd Holt Work History

Todd has 27 years of experience.

1991 - Present (28 years)

Massachusetts Mutual Life Ins. Co

1991 - Present (28 years)

Mml Investors Services, Inc

Disclosures

Todd Holt has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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