Samuel
Christie

Mml Investors Services, LLC

CRD#6559112
Investment Advisor
in Bala Cynwyd, PA

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About this Advisor

Samuel Christie is a financial advisor based in Bala Cynwyd, Pennsylvania, working with Mml Investors Services, LLC. Samuel has previously held positions at Massmutual Life Insurance Co, Mml Investors Services, LLC, American Process Lettering Inc, and Captain Jack's Island Grill. Samuel has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania and Texas. Currently, Samuel is part of Mml Investors Services, LLC, which operates out of Bala Cynwyd, Pennsylvania. The firm has 1,110 offices and 7,130 employees. The firm manages assets totaling $72.8 billion and serves a variety of clients, including charitable organizations. The services offered by the firm include 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. The fee structure at Mml Investors Services, LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

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

Two Bala Plaza Suite 901
Bala Cynwyd, PA 19004

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Mml Investors Services, LLC Brokerage Details

Total Assets Under Management

$72,827,710,537

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

7,130

PA Average: 118
Total Number of Accounts

351,645

PA Average: 4,567
Average Account Size

$207,106

PA 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

Samuel Christie Work History

2015 - Present (9 years)

Massmutual Life Insurance Co

2015 - Present (9 years)

Mml Investors Services, LLC

2014 - 2015 (1 year)

American Process Lettering Inc

2014 - 2014 (< 1 year)

Captain Jack'S Island Grill

Disclosures

Please visit the SEC profile of Samuel Christie 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

Matthew Sagers
Walnut Creek, CA
Shawn Bradley
Newtown Square, PA
James Dixon
Memphis, TN
Joshua Mansavage
Rockford, IL
Ammon Andelin
Emmett, ID
Cole Pine
Vancouver, WA
Stephen Kostyk
Newtown Square, PA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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