Amanda
Peden

Mml Investors Services, LLC

CRD#6943532
Investment Advisor
in Burlington, VT

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About this Advisor

Amanda Peden is a financial advisor working out of Burlington, Vermont with 3 years of relevant experience. Peden is on the advisory team at Mml Investors Services, LLC. During their career, the advisor has held roles at Citizens Bank, New England Federal Credit Union, Citizens Securities, Inc, Fairway Independent Mortgage Corporation, Cuso Financial Services, Lp, Massmutual Life Insurance Company and Mml Investors Services, LLC. Peden holds Series 63 and Series 66 licenses, certifying them as a securities agent, and can serve investors in Vermont. Mml Investors Services, LLC is a financial advisory business based out of Springfield, MA. The company has offices in 1,155 locations and a total of 7,379 advisors. It manages $59 billion in assets under management between its 326,297 customer accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm provides services to 447 charities and foundations. Mml Investors Services, LLC has a broad range 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 usually vary depending on which services are offered. However, fee types charged by Mml Investors Services, LLC most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

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

65 Main Street Suite 201
Burlington, VT 05401

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$58,787,051,166

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

7,379

VT Average: 118
Total Number of Accounts

326,297

VT Average: 4,567
Average Account Size

$180,164

VT 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

Amanda Peden Work History

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

2020 - Present (4 years)

Massmutual Life Insurance Company

2020 - Present (4 years)

Mml Investors Services, LLC

2019 - 2020 (1 year)

Cuso Financial Services, Lp

2018 - 2018 (< 1 year)

Citizens Bank

2018 - 2018 (< 1 year)

Citizens Securities, Inc

2018 - 2019 (1 year)

Fairway Independent Mortgage Corporation

2012 - 2018 (6 years)

New England Federal Credit Union

*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 Amanda Peden 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
Jameson Lett
Dublin, OH
Christopher Thrower
Dallas, TX
Patrick Thuecks
Dallas, TX
Michael Everritt
Tampa, FL
Brent Henig
Greenvale, 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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