TrueAdvisor
TrueAdvisor
GG
GG

George Grant

MML Investors Services, LLC
34 Years of Experience
Needham, MA
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

George Grant is a registered investment advisor at MML Investors Services, LLC, based in Needham, MA, with 34 years of industry experience. George is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.

MML Investors Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5086 advisors
IM Fee
Planning only
Assets Under Management
$115.6B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

140 Kendrick Street, Suite C310, Needham, MA, 02494

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 2019
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

George is an insurance producer selling various insurance products, including life, disability, property and casualty, long-term care, and annuities, since August 2022. He also owns an LLC used as a pass-through entity for tax purposes, dedicating about a quarter of his time to it.

Employment History
Current Registrations
MML Investors Services, LLC
June 2020 - Present · 6 yrs 4 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
January 2015 - March 2017 · 2 yrs 2 mos
New England SecuritiesBroker
May 2006 - January 2015 · 8 yrs 8 mos
AXA Advisors, LLCBroker
April 2006 - May 2006 · 1 mo
New England SecuritiesBroker
February 1992 - April 2006 · 14 yrs 2 mos
State Registrations15 states
COCTFLGAILMAMDMENHNYRITNTXUTVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Needham, MA →All financial advisors in Massachusetts →