RP
CFP
RP
CFP

Raymond Pedrick

10 Years of Experience
Needham, MA
BrokerSells Insurance

Raymond Pedrick is a CFP-designated registered investment advisor at MML Investors Services, LLC, based in Needham, MA, with 10 years of industry experience. Raymond 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.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5077 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.

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Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Raymond owns multiple rental properties since 2020, dedicating minimal time to this activity. He is also an insurance broker since February 2024, selling health insurance and dedicating minimal time to this.

Employment History
Current Registrations
MML Investors Services, LLC
January 2022 - Present · 4 yrs 9 mos
MML Investors Services, LLCBroker
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Msi Financial Services, INC.Broker
December 2015 - March 2017 · 1 yr 3 mos
State Registrations32 states
ALAZCACOCTDCFLGAILKYMAMDMEMIMONCNHNJNYOHOKORPARISCTNTXUTVAVTWAWI
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.
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