April
Romero

Mml Investors Services, LLC

CRD#5847798
Investment Advisor
in Virginia Beach, VA

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About this Advisor

April Romero is a financial advisor working in Virginia Beach, Virginia, with a total of 10 years in the industry. Romero is an employee of Mml Investors Services, LLC. Their career trajectory has included roles at Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Stephens & Laroche Financial Partners/Massachusetts Mutual Life and Laroche Wealth Management/Massachusetts Mutual Life Insurance Co. Romero maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Virginia. Mml Investors Services, LLC is an advisory business based in Virginia Beach, Virginia. The company has offices in 1,155 locations and a total of 7,620 employees. It oversees $63 billion in assets between its 287,089 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 384 charities and foundations. Mml Investors Services, LLC has 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. Financial management fee schedules usually are based on which service is provided. Fees billed by Mml Investors Services, LLC can be comprised of some blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

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

222 Central Park Ave. Suite 1100
Virginia Beach, VA 23462

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$62,946,222,947

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

7,620

VA Average: 118
Total Number of Accounts

287,089

VA Average: 4,567
Average Account Size

$219,257

VA 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

April Romero Work History

April has 10 years of experience.

2017 - Present (5 years)

Massachusetts Mutual Life Insurance Company

2017 - Present (5 years)

Mml Investors Services, LLC

2016 - Present (6 years)

Laroche Wealth Management/Massachusetts Mutual Life Insurance Co

2012 - 2016 (4 years)

Stephens & Laroche Financial Partners/Massachusetts Mutual Life

Disclosures

April Romero has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Mml Investors Services, LLC

Charles Devane
Brentwood, TN
Zakary Cianciolo
Southbury, CT
Rajesh Cheethirala
San Mateo, CA
Matthew Foster
Lincolnton, NC
Thomas Evans
Lafayette, LA
Jesse Huggins
Springfield, MA
Yosef Benson
Fort Lauderdale, FL
Todd Glazer
Metairie, LA

The content in this profile was updated by SmartAsset on 04/01/2022 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 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.

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