Anastasia
Surmava
Mml Investors Services, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Anastasia Surmava is a financial advisor who works in Burlington, Vermont who has 1 year of relevant experience. Surmava is on the advisory team at Mml Investors Services, LLC. Throughout their career, Surmava has worked at Massmutual Life Insurance Co, Mml Investors Services, LLC, Scuffer Steak & Ale House, University Of Vermont Medical Center, Sugarbush Resort, Mountain View Productions and Independant Contractor. Surmava maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to advise clients in Vermont. Mml Investors Services, LLC is a financial advisory firm operating out of Springfield, MA. It has offices in 1,155 locations and a total of 7,379 employees. It has $59 billion in total assets across its 326,297 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm serves 447 charities and foundations. Mml Investors Services, LLC performs 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 advisory fees largely are based on the services provided. Fee types charged by Mml Investors Services, LLC likely include some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mml Investors Services, LLC Brokerage Details
$58,787,051,166
7,379
326,297
$180,164
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
Anastasia Surmava Work History
Anastasia has been registered as a financial advisor for 1 years.*
Massmutual Life Insurance Co
Mml Investors Services, LLC
Mountain View Productions
Independant Contractor
University Of Vermont Medical Center
Sugarbush Resort
Scuffer Steak & Ale House
*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 Anastasia Surmava 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
Chesterfield, MO
Bethlehem, PA
Springfield, MA
Dallas, TX
Lake Oswego, OR
Iselin, NJ
Seattle, WA
Lehi, UT
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.
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. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
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 the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
